Nvidias Jensen Huang could face major trouble when Dems take control of Congress: No way this guy survives

Jensen Huang is not only a “key man” for Nvidia’s AI empire but more broadly for the US economy – but that doesn’t mean he and his job will be safe from the ire of Democrats on Capitol Hill next year.That’s the assessment from corporate governance experts and CEOs – including those with ties to the company – following Nvidia’s 63-year-old CEO’s admission that he was having an affair with a woman who the feds believe was a Chinese spy.To be clear, there are probably only a handful of CEOs who define their companies like Huang; think Elon Musk for Tesla and SpaceX, or Jamie Dimon at JPMorgan Chase.But unlike Dimon, Huang has no succession plan – something he has oddly boasted about in the past. Nvidia’s board is known as being an even bigger rubber-stamp than even Musk’s – it’s populated by executives from Taco Bell and the NFL, not exactly the skill set associated with a powerful tech company.That’s why when initial reports hit of the affair, the market reaction was not catastrophic.

Wall Street seems to be betting Huang will survive.Shares of Nvidia fell more than 4% as I write this, which seems like a lot unless you consider that its market cap remains well above $4 trillion, the market’s second largest.But this is just the beginning of the company’s problems, these people tell me.

Because of the details of the dalliance, one that goes far beyond Huang having extramarital sex, Nvidia and its board will be facing unprecedented scrutiny from a fiduciary standpoint to investors but also as a national security problem for the country.That full-on vetting will come not only from the media but a Democrat-led Congress that’s set to take over in the new year.Huang hearings are a no-brainer given the company’s central role in the burgeoning AI economy and its deep ties to the country’s national security apparatus and his ties the the party’s chief nemesis, President Trump. “There’s no way this guy survives after the Dems ...