# The biggest winner from the downfall of Jensen Huang is China

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2 outlets covering · First listed: Business Insider, Nov 11, 2026, 7:15 PM · Read it: <https://www.businessinsider.com/nvidia-ceo-jensen-huang-downfall-benefits-china-ai-race-2026-11>

The downfall of Jensen Huang hands China a big win in the AI race.

AI summary (may contain mistakes): The New York Times reported that Nvidia’s board is weighing Jensen Huang’s future after he admitted to an affair with a woman U.S. intelligence says was spying for China; Forbes reported the board met to discuss removing him after revelations about two extramarital affairs. Nvidia shares fell in pre-market trading and Nvidia perpetual futures dropped as traders reacted to the leadership reports, according to Crypto Briefing and CoinDesk.

## Who's covering it

In the order they published:

- Nov 11, 2026, 7:15 PM: [The biggest winner from the downfall of Jensen Huang is China](<https://www.businessinsider.com/nvidia-ceo-jensen-huang-downfall-benefits-china-ai-race-2026-11>) — Business Insider (Digital news, United States)
  The downfall of Jensen Huang hands China a big win in the AI race.
- Nov 12, 2026, 1:54 AM: [Who could run Nvidia after Jensen Huang?](<https://www.ft.com/content/e47f7d4a-88d7-41e4-8c77-8ea8e0769353?syn-25a6b1a6=1>) — Financial Times (Newspaper, United Kingdom)
  Chip giant co-founder’s future as chief executive is uncertain following report of a second affair
