By Elena Vasquez

Nvidia's board is reportedly meeting to decide whether to remove Chief Executive Jensen Huang, according to a TradingView account citing The New York Times, after allegations of a second extramarital relationship.

Nvidia shares reportedly fell in after-hours trading following the news, although the account did not provide the size of the decline.

What has brought Huang's leadership into focus?

The New York Times account, relayed by TradingView, said Huang also had a relationship with Nvidia executive Kimberly Powell, adding an alleged affair to a scandal that had already engulfed the company earlier in the same week.

Powell joined Nvidia in 2008 and currently heads the company's healthcare business, according to the same report.

The account placed the encounter in March at a hotel during a company conference, where Huang and Powell were seen being affectionate.

When a bystander photographed the interaction, a security guard “sequestered them” and offered them a nondisclosure agreement to sign, according to the New York Times account relayed by TradingView.

For governance purposes, that sequence raises two separate issues: the credibility of the relationship allegation and the board's handling of an apparent effort to make the two executives sign a nondisclosure agreement.

The source presents the photograph and nondisclosure claim as reported details, not as findings from the company's independent investigation.

What did the intelligence allegation say?

Last month, The Times reported that U.S. intelligence services believed Alice Huang, a former Megaspeed executive, may have acted as an intelligence asset and shared information with the ruling party in Beijing.

The earlier relationship involved a woman whom the TradingView account described as a Chinese spy; the March allegation concerned Powell.

Those descriptions came from reported assessments and allegations; the excerpt did not independently confirm them.

This distinction matters because a board deciding whether to remove Huang must weigh disputed personal allegations against the governance standard it applies to its chief executive.

The source did not claim that the alleged intelligence activity bore a direct operational relationship to Nvidia's business.

Nor did it say that the March encounter or Powell's role had been linked to intelligence activity.

That leaves two separate reported matters rather than a proven chain connecting the second relationship to the first intelligence claim.

What has Nvidia done?

On Sunday, Jensen Huang issued a statement apologizing to his family and Nvidia employees for having an affair, without naming the person involved.

Nvidia's board responded by saying it was launching an independent investigation into the matter.

The announced review is the only concrete company action stated in the source, alongside the reported board deliberation over Huang's employment.

The supplied account did not identify the investigator, timetable, scope or findings, and it reported no vote or decision on Huang's position.

An investigation can establish facts, but it does not itself answer whether the board has the mandate or willingness to dismiss Huang if the findings support removal.

That question remains central because the reported board meeting concerns his job, not only his private conduct.

What can investors conclude?

The account remains allegation-based: TradingView expressly noted that the reports had not been independently confirmed in the excerpt provided.

It also did not state whether the board had reached a decision, scheduled a vote or set a deadline for removing Huang.

Without a percentage or wider trading data, the reported after-hours fall cannot establish the scale of investors' reaction.

For shareholders, the strategic issue is whether the board can credibly separate an independent investigation from any decision about Huang's employment.

Combining the two, as the reported meeting would, could make the board's governance record part of the case investors must assess.

The next reportable checkpoints are the board's decision, any statement on Huang's status and the results or timetable of the independent investigation.

No succession plan, operational impact assessment or financial effect appeared in the source account.

Until those facts emerge, the decisive question is whether the board can show a defensible process for deciding Huang's future.