Following revelations of a second extramarital affair, prediction market traders are increasingly betting on Nvidia CEO Jensen Huang’s departure. On November 11, 2026, reports emerged that Huang had a romantic relationship with Kimberly Powell, Nvidia’s vice president of healthcare and a direct report.
Breaking: Nvidia’s board is preparing to oust CEO Jensen Huang after he had two extramarital affairs, including one with a suspected Chinese spy. https://t.co/Pjsu5j87CF https://t.co/mrsySLr8sd
— The Wall Street Journal (@WSJ) November 11, 2026
The revelation comes just days after Huang was exposed for an affair with Alice Huang, a former executive at Megaspeed whom US intelligence agencies suspect of being an active Chinese operative.
According to The Wall Street Journal, Nvidia’s 10 independent directors are now meeting to discuss potentially removing Huang from his position. The growing leadership crisis has also affected the company’s market value. Nvidia shares fell approximately 8% in extended trading, adding to a multi-day sell-off that has wiped hundreds of billions of dollars from its valuation.
Read Also: Wall Street Questions Nvidia’s AI Chips as Collateral
Polymarket traders bet on Huang’s exit and possible divorce
The growing controversy has turned decentralized prediction markets into a real-time indicator of expectations surrounding Nvidia’s leadership. On platforms such as Polymarket, traders have sharply increased their bets on Huang stepping down or being fired before the end of 2026, pushing the odds to approximately 75%.
Beyond his position at Nvidia, traders are also speculating about the future of his 40-year marriage to Lori Huang. Polymarket currently places the likelihood of a divorce filing by December 31, 2026, at 9% to 10%. Those odds rise to 23% by March 2027.
Legal analysts have also highlighted the potential financial consequences of a divorce. Under California’s community-property laws, a separation could put a significant portion of Huang’s estimated $155 billion fortune at stake. Some estimates suggest the division could involve as much as $81 billion, potentially forcing large-scale sales of Nvidia shares and reshaping his wealth.
The repeated negative headlines have also fueled conspiracy theories among retail investors, with some suspecting a coordinated effort to damage Nvidia and its founder.
On X, Hoko Morbus, described the situation as a dirty trick aimed at weakening Nvidia and Huang. Hoko questioned why the two affair scandals were appearing in major publications so closely together, raising concerns about the timing of the reports, who might be behind the leaks, and their broader macroeconomic objectives.
@WSJ It’s all just a dirty trick to take down Nvidia and Huang. Look at how those affair scandals keep popping up one after another in the NYT and left-wing papers, just right on time. The real question is, who’s behind all this, and what’s their ultimate goal?
— Hoko Morbus (@hokomorbus) November 12, 2026
Huang’s leadership crisis could create problems or opportunities for AI and crypto markets
Huang’s potential departure could have consequences beyond Nvidia, particularly for the artificial intelligence and cryptocurrency infrastructure sectors.
A CoinMarketCap product marketer on X, @Macro bombastic captured the anxiety among retail traders, stating that they would short the entire market if Huang were actually removed. The reaction highlights how closely investors associate Huang’s leadership with global market sentiment and the AI boom. His vision has helped anchor the multitrillion-dollar AI industry narrative over the past three years.
@Polymarket man if jensen actually goes i’m shorting everything lol
— Macro Bombastic (@MacroBombastic) November 12, 2026
Meanwhile, some users believe Nvidia’s leadership uncertainty could create opportunities for competitors. @Stuart on X suggested that Huang’s departure could increase Anthropic’s valuation by as much as $100 billion ahead of its highly anticipated initial public offering (IPO).
However, Stuart also stated that losing Huang would hurt the broader open-model ecosystem. According to him, a replacement for the CEO position might struggle to match Huang’s industry influence, established relationships, and reputation. These qualities have helped him coordinate major external investments and complex chip financing arrangements.
Feel like this will bump Anthropic’s value up by $100b ahead of its IPO because Jensen leaving has to be pretty detrimental to the open model ecosystem. Next CEO won’t have the stature to make all these external investments and chip financing deals.
— Stuart Loren (@StuLoren) November 11, 2026
Cryptocurrency markets remain sensitive to AI-driven liquidity, investment flows, and demand for computing resources.
If Nvidia’s aggressive expansion strategy weakens following a leadership change, it could disrupt the flow of capital between traditional semiconductor infrastructure and decentralized computing networks.
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