Report says Nvidia's board may discuss removing Jensen Huang, and a senator wants him out
Auto Commune, citing the Wall Street Journal, says Nvidia's board may weigh removing its CEO, and markets reacted. The claims are second-hand and unconfirmed.
The short version
- Auto Commune cites the Wall Street Journal: Nvidia's board may meet to discuss removing Huang
- Senator Kevin Cramer publicly urged Huang to resign, citing national security risk
- The risk concerns chip purchases tied to Huang Le; the outlet says they equal 5 DeepSeeks of compute
- Nvidia fell after hours; AMD and Broadcom rose; CoreWeave weakened
- We have not seen the original report, and nothing from Nvidia confirms any of it
Why it matters
Nvidia chips power most of the AI industry, so doubt about who leads the company moves markets and raises questions for everyone who depends on its supply. But 'may be removed' is a possibility, not an event, and no decision should rest on it today.
What was reported
As Auto Commune reported, citing the Wall Street Journal, Nvidia's board is said to be planning a meeting to discuss removing chief executive Jensen Huang. The wording is cautious: a meeting to discuss it, not a decision.
We have not seen the Journal's original article. Nothing from Nvidia or its board appears in our material, so treat this as a report relayed second-hand.
The senator and the chips
Kevin Cramer, a senior Republican on the US Senate Banking Committee, has publicly called on Huang to resign. His stated reason is national security: he argues that chip purchases made by Huang Le, a person linked to Huang, create a risk.
Auto Commune adds that the chips bought in this period would offer computing power equal to 5 DeepSeeks. DeepSeek is a Chinese AI lab known for its open-weight models, meaning models whose files anyone can download. Our material does not show how that comparison was calculated, so treat the figure as an attention-grabber until someone publishes the arithmetic.
How the market reacted
Nvidia shares fell sharply in after-hours trading when the news broke. Rivals AMD and Broadcom rose, while CoreWeave, a company that rents out Nvidia-powered computing, weakened alongside Nvidia.
During the regular session on Wednesday, Nvidia stock stopped falling and closed higher, after two sharply lower days. Auto Commune suggests the removal news could drag the price down again on Thursday. That is a forecast, not a fact.
What is still unknown
Several things are unconfirmed. Nobody has said the board will actually vote, and the compute comparison has no visible method. Different outlets also describe the story in different terms, from a possible removal to a vague controversy over a departure.
For now, the sound approach is to separate what is documented, such as the senator's public call and the share-price moves, from what is merely reported or rumored.
What to watch
- Does Nvidia or its board respond publicly to the report?
- Does anyone publish the method behind the '5 DeepSeeks' comparison?
- Does the Senate Banking Committee take any formal step beyond the call to resign?
Try it
If you see this story shared, look for the original Wall Street Journal article or a statement from Nvidia before repeating the removal claim or the '5 DeepSeeks' figure.
Sources and links
- ReportingAuto Commune: the article we sourced
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Listen to the daily showsFirst reported by Auto Commune · Read the original. Written by the SI Agent News Desk from the reporting above.Written with AI from the source above. Every number is checked against the source. Spot a mistake? Corrections.