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I think what he has done is wrong and should be grounds for termination from his position (and possibly more on a legal level – details still unfolding). However, I'm with you on this. I can't place it but it feels like there is something more to this story that hasn't come out yet.

I don't know why I feel this way. Something just feels off and I can't place it.

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Yes exactly. I remember news like this break out and the board is like 'we are investigating' but here it was instant and in such a large and important (at least currently) company? Idk, something's off
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The board didn't stop investigating, he resigned. You could assume he knew the investigation was just creating a paper trail to fire him and he wanted to leave on his own terms first? That's pretty normal in these situations.
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great way by China to break the market leader down. even if there were denials or what ever the market has already pressured him to step down. There's no one to replace Jensen The AI war progresses
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Are you serious? He had an affair not only with a direct report, but with a Chinese spy
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First, alleged Chinese spy. Second, there are lots of execs in tech who had affairs with their staff and remained. Nvidia is also somewhat special - it is too big and powerful.
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He's lucky to have the right to resign, just about any other exec would be dead to rights for termination with cause for sleeping with a subordinate.
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When everyone was scaremongering last month about how AI was going to “destroy humanity” he was the only one talking sense and calling them out on their bullshit

This is clearly retaliation for not falling into line

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Yes, he has failings that deserve to be addressed, but the timing of them coming out and the consequences being enforced are the tell here.

These things can be handled in many different ways. In this case they are being used to achieve the goal of replacing Jensen because he wouldn't play their doom games.

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Yeah, maybe. It just seems too quick, I'd thought they'd just place him on leave to investigate, they haven't even confirmed that it was indeed a spy etc.
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It just smells like infidelity gone world wide news, and a little illegal GPU trade with china.
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I don't think they would care much about the infidelity, but banging a report and a geopolitical enemy is a pretty bad idea overall. I don't think people would have been so surprised if a LockMart C-suite had been voluntold to resign after having an affair with a KGB-linked Soviet woman. And with a direct report as a cherry on top.
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Gates had affairs with two Russians, nothing happened. He also had ties to Epstein and Epstein knew about these affairs, so he had huge leverage if needed.

Google execs had affairs, I think Sergey Brin had an affair with an employee, again nothing happened.

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Gates had affairs with Russian prostitutes, and well after the end of the Cold War; not with Soviet IT businesswomen that might have been linked to the KGB.

And w.r.t. Brin vs. Huang, Rosenberg was a comparatively much lower ranked employee that didn't have a stratospheric career. I think Huang would have survived Kimberly only, but she was just the cherry on the top.

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Sounds like you like them very much.
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Right. Because men's genitals have never made them do stupid things and caused consequences to those actions.
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My read is that people in US gov knew about this for a while (cf https://www.nytimes.com/2026/11/10/us/politics/trump-china-t...), but Trump protected him (also note Jensen's ballroom donation in that context!).

Now, post-midterm, Trump's political power has waned considerably, so the knives came out.

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