英伟达CEO黄仁勋陷丑闻，董事会正讨论其去留

A fresh shock for the company at the heart of the global AI boom. Nvidia CEO Jensen Huang's job is on the line of investigations into his affair with an alleged Chinese spy. Now there are new reports of a separate affair with an employee. The time all comes at a critical moment for AI, with investors already questioning whether the extraordinary investment spree can survive a world of higher borrowing costs. A special guest this hour, Richard Sharma, chairman of Rockefeller International and founder and chief investment officer of Breakout Capital live from Singapore.

This is insight with me. That's Linda Iman, where we dive deeper into the stories that matter with crucial context and shop analysis. Bloomberg's learned the Chinese business woman at the center of the scandal engulfing Jensen Huang has returned to Beijing. The saga adding fresh tension ahead of next week's Trump XI meeting in Shenzhen. Another Jenga piece for the eye trade and traffic's IPO is already multiple times oversubscribed as the clod maker seeks to raise around $90 billion.

Oil trading near a two month low as Middle East production rises and hostilities between Iran and the US remain muted. Brent now around $92 a barrel. We discuss the impact of lower oil prices and alternative fuel demand. Nest's president and CEO will be joining us after the finish. Biofuel giant quarterly call profit nearly tripled. Our top story today the crisis at Nvidia is escalating with a fate of its CEO Jensen Hwang, looking increasingly uncertain.

Shares of the company sank in extended trading as investors grapple with the possibility of the tech giant without Huang at the helm. The selling accelerating as it emerged that the board is meeting to discuss his potential ouster after reports Nvidia's CEO also had an extramarital relationship with one of his subordinates. Meanwhile, it has emerged that Alice Huang is currently living in Beijing with a knowledge of Chinese security officials.

The mega speed executive, with whom Jensen Huang had admitted having an affair, is alleged to have acted as a spy for China. Let's bring in Bloomberg Technology senior executive editor Tom Giles and MLive strategist Mark Cranfield. Tom, what's the latest? What do we know right now? Thanks for having me. Yeah, well, we know the board is meeting. We know that they are making important decisions about the future of Nvidia and whether that future is going to include Jensen Huang or not.

Um, we know that they are considering naming an interim or temporary CEO for the near term while they conduct a more exhaustive and comprehensive search for a permanent CEO. Obviously, very, very big shoes to fill. We don't have an indication yet of exactly who is going to be named, um, as an interim or certainly a longer term CEO at this point. I just know this has become such a huge governance issue. What are the immediate implications, and what are the immediate steps that might be taken both by the company and the US?

First and foremost, what this company needs to show is a very strong sense of stability at this moment. Um, in light of, um, the the turmoil that they are undergoing. First, his admission of an affair. The reports that she was a spy for the Chinese. And then just today. The revelation. The revelation. Excuse me. Of yet another infidelity with a direct report. Um. So many strikes against him. It makes it difficult for us to imagine that the board would keep him.

Um, certainly not as CEO, but not hasn't been determined. There's been no statement definitively one way or the other. We do know that the board is working with an outside firm to assess and vet potential CEO candidates in whatever happens there. Um, but, you know, to your point about what needs to happen. Um, the board needs to send a signal that they take governance very, very seriously. That they take accountability for the CEO seriously.

Um, those are two things that have to happen immediately. And of course, there's larger implications for U.S. China. We have the president's meeting, and this is in the backdrop. You have these allegations of spying, which the Chinese, by the way, have denied. Um, and you have questions about whether any technology was illicitly transferred, um, uh, as a result of this relationship between these two key figures. Let's bring in, man strategist Mark Cranfield.

Mark, if you take a look at, you know, the movements in the market today in Asia, uh, investors seem to be shrugging it off. How surprising is that? Um, not that surprising. I mean, in the end, it's all about Nvidia's share price and getting it back to some of the areas it has. Don't forget, Nvidia was the biggest market cap stock in the world not too long ago. $5 trillion worth of market capitalization. It's lost that to Apple.

And I think it's down to third place now, even behind Microsoft. So that is job number one, whether Jensen Huang stays or whether he is replaced. The job from here is to reassure the markets that the media share price can stabilize, and then eventually start to go back up. That's what the market cares about. That's what investors are looking for. It's about 30% below the highs that we saw in October. So this didn't just happen immediately.

Nvidia share price has been under pressure for some time and it's been underperforming some of its peers. That is very important from it's a big part of portfolios fund managers around the world. Only Nvidia they will be concerned if they don't stabilize the situation and get the stock back up. So that's job number one. So you can imagine that even if he is replaced, whoever is the next person who got the first job for them is to reassure all their partners, all their suppliers.

It is business as usual and wants to continue to be a massive player, the most important player in the air race. And so the first job is to go out there and tell everybody we're going to continue. We're going to expand. The game plan has not changed no matter who is leading the company. So all of you can expect all of those things. And that's what we're beginning to see in Asia today. Otherwise you will be in a much worse state.

We would have seen Asian stock being battered across the board. And that's partly why we're seeing some resilience, because investors can see that whoever is in charge next week or beyond, the job to do now is to get Nvidia stock back up. And Nvidia may want it to be business as usual, but the U.S. may not. I mean, Congress may impose even greater restrictions on export controls. And I'm wondering that will have spillover effects in Asia because it has a lot of partners, a lot of suppliers in this part of the world.

That's a difficult thing to price when you don't know the full details of it. and investors and traders are being caught out many times in trying to second guess where the US administration or even the Chinese administration is going in terms of trade barriers and related items to that. So until they see the full details, what the direct impact is, they're not going to be pricing in too much of that without a lot more detail.

And that may take a while. That might be something that is very sensitive. It may even be they might be waiting for more discussions between President XI and President Trump before they're willing to come forward on that. It could take some time. Investors are impatient. They want to see things happen straight away. And the thing they can see before their eyes right now is having a negative impact on the market that needs to be corrected.

Somebody needs to clarify the situation. When you have a major company who's lost its place as number one in the world and is still widely held by most portfolios. Tom, we've talked about how Nvidia its Jensen, Huang. Jensen Huang is Nvidia without Huang. What happens to in video? What kind of valuations might reflect that? Yeah. Well, you know, as my colleague is already pointed out, he is so closely associated with the Nvidia b