Nvidia CEO Jensen Huang should resign

After Jensen Huang admitted to an extramarital affair and the Nvidia board said it would launch an investigation, Transformer published a commentary arguing that the CEO should resign. The article noted that Alice Huang was previously an executive at Nvidia's major customer Megaspeed, and that Bloomberg reported last November that the company imported at least $4.6 billion worth of Nvidia hardware; maintaining such a relationship with a customer constitutes a conflict of interest, and Nvidia's code of conduct requires the person involved to recuse themselves from related decisions. The author also said that Huang's and the company spokesperson's public statements on October 29 and November 6 were inconsistent with known facts, and that after the share price was affected this could invite securities regulatory investigations and investor lawsuits. The article mentioned that the U.S. government believes Alice Huang is a Chinese spy, and mentioned Nvidia's opposition to semiconductor export controls, suspicions that Megaspeed smuggled Nvidia chips into China, and the possibility that the board might retain Huang due to the lack of a clear successor.