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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
Are you serious? He had an affair not only with a direct report, but with a Chinese spy
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.
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
It just smells like infidelity gone world wide news, and a little illegal GPU trade with china.
Sounds like you like them very much.
Right. Because men's genitals have never made them do stupid things and caused consequences to those actions.
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.
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.