For 33 years the answer to “who is the Nvidia CEO?” was Jensen Huang. That changed on November 12, 2026, when Huang resigned. Here’s what has been reported, what hasn’t, and what happens next at the world’s most important chip company.
What happened
Huang stepped down after reports of extramarital relationships. One was reportedly with a woman described in reports as a suspected Chinese intelligence asset, and Reuters later reported a relationship with a second Nvidia employee, citing unnamed sources. None of this has been proven in court, and Huang hasn’t been charged with anything. Nvidia named finance chief Colette Kress interim CEO.
| Date | Event |
|---|---|
| Nov 12, 2026 | Huang resigns; Colette Kress named interim CEO |
| Nov 12–13 | NVDA falls more than 4%; reports of a second relationship |
| Nov 13 | FT reports the board approached Arm CEO Rene Haas |
| Nov 13–14 | Internal post asking the board to bring Huang back draws 1,600+ comments |
| Dec 1, 2026 | Closed-door House committee interview requested |
I’ve kept this short on purpose. For the full background, here’s a running file on Huang, the spy probe and the stock, and this covers the Singapore buyer at the centre of the export questions.
Who replaces Jensen Huang?
Kress is the caretaker for now. The name in the headlines is Rene Haas, Arm’s CEO and a former Nvidia executive, after the Financial Times reported the board had approached him. Nvidia says it hasn’t formally engaged any candidates. At the same time, many employees want Huang back, and some senior people are reportedly threatening to leave.
What it means for NVDA
Nvidia’s products didn’t change on November 12. Blackwell and Rubin still ship, and big cloud companies still need every GPU they can get. What changed is the risk of a company built around one person losing that person. For a read on whether AI chip demand is holding up without him, AMD’s latest quarter is a useful comparison. Meanwhile an old Nvidia mining card hiding a data-center chip inside shows how long Nvidia hardware stays in use.
If you’re planning a GPU purchase and worried about prices, plug your rack into the AI Build Configurator and compare Nvidia against AMD, Google TPU and Cerebras.
My take
Huang built a company everyone else has to build on. Whatever comes out of the investigations, Nvidia’s next CEO takes over a business with a huge backlog and a lot of public scrutiny. I’ll update this post once the board names someone.
FAQ
Who is the Nvidia CEO now?
Colette Kress, Nvidia’s finance chief, is interim CEO after Jensen Huang resigned on November 12, 2026.
Why did Jensen Huang resign?
He stepped down after reports of extramarital relationships, one reportedly with a woman described as a suspected Chinese intelligence asset. He has not been charged with any crime.
Who could replace Jensen Huang as Nvidia CEO?
The Financial Times reported the board approached Arm CEO Rene Haas. Nvidia says it has not formally engaged candidates.
Will Jensen Huang testify to Congress?
House committees asked him for a closed-door interview on December 1, 2026, according to reports.
Sources: PBS NewsHour, CNN, TechCrunch timeline, Reuters, Financial Times (via Yahoo Finance and The Japan Times), November 12–14, 2026. Opinion and commentary, not financial advice.
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