this post was submitted on 12 Nov 2026
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Nobody in his position turns tail like that, that quickly unless they have something serious they're afraid of.
The Chinese honeypot and affair with the married VP is only the tip of the scandal.
He’s been tied to allegations of supplying chips to China in violation of export controls. Possibly 20% of NVIDIAs earnings in the last few years may be attributed to these sales. Without protection from Trump he could be looking at jail time.
This is bigger than people realize with out Jensen, the circular financing that has pumped the AI boom is going away. NVIDIA has underwritten a lot of deals and funding for Anthropic, Oracle, ChatGPT, etc. There may not be an appetite to support this kind of financing with the next exec.
This could be the first domino in a chain that could wipe out this AI bubble we are in.
That's just how CEOs get fired, they want him gone and they want it done cleanly and he probably wants to keep some of his company shares. The alternative is he hangs around and he gets fired for real which is of no benefit to him.
He was probably getting fired by the board otherwise, and I'm just guessing but there is probably a bigger penalty for being fired than stepping down.
That, and possibly a whole slew of other, more fucked up behavior, possibly also dragging others, and possibly the entire company down