Nvidia CEO Jensen Huang, pictured at the launch of the Sferical One AI supercomputer in Stockholm on Oct. 15, 2026, is facing heightened market speculation following a board investigation into allegations of foreign intelligence targeting.
Board members have initiated an inquiry after reports surfaced that Huang has been targeted by a foreign intelligence effort, though prediction‑market traders currently view a removal as unlikely.
On Sunday, Huang acknowledged an extramarital affair with a woman identified by U.S. intelligence officials as a spy for China’s Ministry of State Security.
On Kalshi, contracts reflect a 17% chance Huang will be gone by 2027, with odds rising to 30% by 2028, 35% by 2029, and reaching 75% by 2031. Polymarket puts the probability of Huang resigning or being forced out by March 2027 at roughly one‑in‑four.
Following the disclosures, Nvidia shares fell more than 5% in Monday’s trading.
Erik Flyg | Bloomberg | Getty Images
