The Wall Street Journal reported on November 11 that Nvidia’s board was preparing to remove CEO Jensen Huang and could meet as early as that day to decide his future. The Journal cited people familiar with the matter. Reuters carried the report but said it could not independently verify it. Nvidia has announced no board decision or removal.
The report marks a sharp turn from the board’s public position three days earlier. On November 8, Nvidia said its directors had confidence in Huang while opening an independent investigation into reports that he had been targeted by foreign intelligence. The board also said it had no reason to believe Nvidia secrets or U.S. national security had been compromised. On November 10, the independent directors named former acting U.S. Attorney Joon H. Kim and his firm, Wachtell, Lipton, Rosen & Katz, to conduct the review.
The Journal’s report follows the affair Huang admitted to in a company message and the surrounding allegations covered in our earlier report.
Nvidia’s May 2026 proxy statement describes a leadership-development structure in which senior managers work closely with Huang and form a pool of candidates for future promotion. It names no designated successor to Huang, who has served as Nvidia’s CEO since co-founding the company in 1993.
That leaves a stark gap between Nvidia’s public expression of confidence and the Journal’s account of a possible removal plan. The company’s next leadership decision would affect a business whose reach extends from GeForce gaming hardware to the AI chips now driving its growth.
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Ongoing reporting on Jensen Huang and Nvidia’s investigation.
