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Odds Huang Will Leave Nvidia Hit 15%

Prediction markets put the odds at 15% after a board investigation and reports that the alleged affair involved a Chinese intelligence recruit.

  • On Monday, Nvidia Corp. opened an investigation into CEO Jensen Huang after he admitted to an extramarital affair with Alice Huang, a woman intelligence officials described as having been "recruited to spy for China."
  • Nvidia's board cited a "foreign intelligence effort" as the catalyst for the investigation, following reports that Alice Huang was recruited by the Ministry of State Security to target the chipmaker's leadership.
  • Shares of Nvidia fell more than 5% on Monday, while traders on Polymarket currently list a 15% probability that Huang will resign or be removed by December 31.
  • According to The New York Times, American Secretary of State Marco Rubio and President Trump knew about the relationship as early as last spring but remained silent on the matter.
  • Speculators on Kalshi estimate a 17% chance Huang exits by 2027, with odds rising to 30% by 2028 and 35% by 2029, though most industry observers believe he faces no real chance of termination.
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Finbold broke the news in London, United Kingdom on Monday, November 9, 2026.
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