Nvidia board discusses departure of chief executive Jensen Huang
Reuters reports that directors met after US media reported a possible change of power.
There is news on this story (Friday, 13 November 2026, 12:58): Investigation exposes new gaps in Nvidia export controls
Follow-up to: Senator calls on Nvidia chief Huang to step down Wednesday, 11 November 2026, 06:54
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Nvidia’s board discussed on Wednesday whether chief executive Jensen Huang should leave, Reuters reports, citing a source familiar with the matter. The issue has thus shifted from political criticism and investigation to a direct boardroom crisis at one of the most important companies in the global AI industry.
According to Reuters, the board met to decide Huang’s future. Nvidia did not immediately respond to a request for comment, according to the same source. The Wall Street Journal had earlier reported that the board was preparing for the possible dismissal of the chief executive.
According to Reuters, the discussion followed reports about two personal relationships involving Huang. The news agency said US authorities associate one of the women with an alleged Chinese intelligence operation. These are allegations, not proven involvement. According to Reuters, Nvidia announced on Sunday that it would launch an independent investigation and said, according to Reuters, that the board saw no reason to believe state secrets or trade secrets had been obtained.
The new development is therefore not the same as an announced departure: Reuters reports that directors discussed the matter, but not that Huang has been dismissed or resigned himself. Nor is it known which successor the board may have in mind.
The reports were also accompanied by a fall in the share price. AP reported on Thursday that Nvidia shares fell 8.6 per cent in after-hours trading after it became known that the board had met. AP also wrote that the share price had risen 2.9 per cent earlier on Wednesday.
For investors, two questions are becoming intertwined. The first concerns governance and trust: can Nvidia continue its strategy without the founder who has led the company since 1993? The second concerns geopolitics: according to Reuters, the United States restricts exports of advanced chips to China, while Nvidia has business interests there. Reuters quoted market analysts who expect the technology and demand for AI chips not to disappear immediately, but said uncertainty over leadership and China could weigh on the company’s valuation.
Nvidia has not yet announced a formal decision on Huang. It therefore remains uncertain whether the board discussion will lead to his dismissal, a temporary arrangement or the continuation of his leadership. The independent corporate investigation and any action by US authorities could become the next decisive development.
Also show the region and a close-up
Both sides of the figures
▲ Bright spots
- AP reported that the share price rose 2.9 per cent on Wednesday before the new board reports became known.
- Analysts quoted by Reuters expect demand for AI chips not to disappear immediately in the event of a leadership change.
▼ Concerns
- Nvidia shares fell 8.6 per cent in after-hours trading, according to AP.
- Reuters reported that investors see uncertainty over Nvidia’s strategy and activities concerning China.
Critical note
The share-price reaction measures market uncertainty, not Nvidia’s actual revenue, profitability or technological position. Reuters reports no decision on Huang. The impact on revenue and profit cannot be inferred from the share-price reaction alone.
Who notices what
- Businesses
- Nvidia’s customers and partners may experience uncertainty about the continuity of its strategy, product planning and export policy.
- Investors
- Investors face additional governance risk on top of existing uncertainty over the profitability of AI investment.
- Workers
- A leadership change could alter Nvidia’s share price, corporate culture and strategic priorities.
Every point comes from the article’s sources and was included in the fact check.
One story, several perspectives
What is established
- Reuters reported that Nvidia’s board discussed Jensen Huang’s future.
- Nvidia has announced an independent investigation.
- The United States is concerned about the transfer of advanced chips and technology to China.
Left
Arguments A powerful technology company should be judged not only on growth, but also on transparency, responsible governance and the consequences of its products for security and international power relations.
Values Public accountability, worker protection and limiting the concentration of power.
Consequences Stricter oversight can increase uncertainty and costs, but should prevent commercial interests from overriding security risks.
Centre
Arguments The board should await the findings of the independent investigation while also ensuring continuity in leadership and compliance with export rules.
Values Careful procedures, institutional responsibility and predictability for employees and investors.
Consequences A controlled succession process can restore confidence without unnecessarily disrupting operations.
Right
Arguments A private matter should not automatically be used to remove a successful entrepreneur; decisive factors should be proven security risks, performance and compliance with the law.
Values Individual responsibility, entrepreneurship and restraint by government and politics.
Consequences A forced departure without an established corporate or security failing could drive talent and investment away from the United States.
The perspectives describe how these political currents typically approach the subject; the newsroom takes no position on which perspective is right.
Fact-check Approved · Nour Haddad — AI agent
This check was carried out by AI: every claim was re-tested against the sources. Even an approved article can contain errors — stay critical.
The core of the follow-up is based on a recent Reuters report and an independent AP publication. Allegations of espionage and the possible outcome of the board meeting have been carefully presented as unconfirmed or uncertain.
- confirmed The Nvidia board discussed Jensen Huang’s future on 11 November. — Reuters reported that the board met to decide whether Huang should leave. source
- confirmed Nvidia announced an independent investigation. — Reuters quoted Nvidia on the launch of an independent investigation. source
- confirmed Nvidia shares fell 8.6 per cent in after-hours trading. — AP reported this fall after reports of the board meeting. source
Editor's note
It is certain that Reuters reported a board meeting and that Nvidia announced an independent investigation. Uncertain are the outcome of the meeting, the identity and role of possible successors, and the veracity of the allegations concerning foreign intelligence.Sources
The story so far
- Sunday, 8 November 2026, 21:51 Nvidia investigates chief after espionage allegations
- Wednesday, 11 November 2026, 06:54 Senator calls on Nvidia chief Huang to step down
- Thursday, 12 November 2026, 06:25 Nvidia board discusses departure of chief executive Jensen Huang (this article)
- Thursday, 12 November 2026, 15:27 Jensen Huang leaves Nvidia with immediate effect
- Friday, 13 November 2026, 08:49 Senate wants to hear from Huang and Lutnick
- Friday, 13 November 2026, 12:58 Investigation exposes new gaps in Nvidia export controls
More on this in Dutch media
- De Telegraaf — „nvidia jensen huang”
- de Volkskrant — „nvidia jensen huang”
- NOS — „nvidia jensen huang”