Nvidia's board of directors meets on Wednesday, November 11, 2026, to decide Jensen Huang's future, after The Wall Street Journal reported that the company is preparing his exit. TechCrunch reported on the story the same day. Shares of the chipmaker fell nearly 8% after the close of that session.

Nvidia designs the processors that underpin the expansion of artificial intelligence and is one of the most valuable companies in the world. Pressure on Huang followed two reports about his personal life: the executive admitted to an extramarital relationship with a woman whom, according to press reports cited by The Verge, U.S. intelligence links to espionage work, and The New York Times later published a second relationship with an executive who reports to him. The company hired former federal prosecutor Joon H. Kim and the law firm Wachtell, Lipton, Rosen & Katz to handle the matter. For Mexico the point is supply chain: the data center and artificial intelligence investment plans announced in the country depend on access to the company's accelerators.

Huang has led the company for 33 years and delegates little: he has about 60 direct reports, and the company had no obvious successor or succession plan. The slump extended through the week and the stock accumulated a decline of around 11% over five days, according to TechCrunch. According to Bloomberg, cited by TechCrunch, Nvidia is working with an outside firm to identify candidates. The company holds much of the market for accelerators used to train language models, and its quarterly results are read as a thermometer for cloud investment. The Verge indicated that the company did not immediately respond to requests for comment.

The board meets this same Wednesday and its decision will set the direction of the company that supplies much of the continent's artificial intelligence infrastructure. Suppliers, data center operators and investment projects in Mexico are following the outcome, whose announcement is expected in the coming hours.

This article was written with the assistance of artificial intelligence from verified sources and reviewed by a human editor before publication.