Nvidia's board opened an independent investigation Sunday after CEO Jensen Huang admitted to an affair. The woman is suspected of being a Chinese spy.
3.6% of Nvidia is owned by Huang, without controlling voting power.
Roughly 60 executives report directly to Huang.
Nvidia has not publicly named a second-in-command.
The board is examining whether Huang was targeted by foreign intelligence.
Why it matters: Huang founded Nvidia and holds wide influence over the global AI economy. Governance experts say depending on one executive puts investors and customers at risk.
Yale's Jeffrey Sonnenfeld said no executive has been tested for the top job.
Founder ETFs said it will sell its Nvidia shares if Huang leaves.
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Political Bias
Coverage by lean% of 12 sources
12 sources · 16 articles · 42% Left coverage
Where they split: Observers disagree on whether Huang is irreplaceable or whether Nvidia could do fine under new leadership.
Center coverage, 5 sources: The center treats the story as a governance test, questioning the board's lack of a succession plan and the risk to investors.