Nvidia has a Jensen Huang problem—and no obvious successor

The investigation of Jensen Huang by Nvidia’s board threatens the future of one of Silicon Valley’s longest-serving executives and a key enabler of the AI boom, who has no obvious successor as leader of the world’s second-most-valuable company.

Huang is fighting for survival after admitting to an extramarital affair, believed to be with an executive at a large Nvidia customer whom US officials also allege was working as a Chinese spy.

The prospect that Huang could be forced out as chief executive of the US chipmaker he co-founded more than 30 years ago has alarmed investors and allies in the tech industry.