God god, no.
There's very little he could ever accidentally tell someone that would matter that much.
Other than handing over very detailed schemas etc, there's almost nothing important he could tell them.
Maybe some future ideas and plans, maybe some government things about the Administration, it's small peanuts.
Nvidia is an operational success, their IP is embedded within deep layers of know how and expertise.
He's the 'father' of that org, he set the tone, they like him there.
Nvidia would risk being an Intel without him.
The crime here isn't giving secrets to the Chinese, it is helping them evade export controls. Again, this is something that Nvidia and Jensen has been investigated on repeatedly. If he knew that Megaspeed was a front for China, quite hard to deny given that Alice Huang seems to have brought Chinese execs to every meeting with Jensen then it is very bad. And yes, the stuff that Jensen would have said would have been very useful because, I assume, the inference is that he would have been helping them evade sanctions.
The very best case from here is that the board fires him.
If that were true, then it's fair game, but I don't think that's what is going on.
US gov has not stated they are targeting him.
Also, there is a gigantic difference between 'avoidance' and 'evasion', like with taxes.
We'll see.
Do we know that yet for sure? There's a closed-door US congressional hearing scheduled for nov/18
I think it's very unfair to suggest they are targeting him, when there isn't even mention if it.
He's obviously entangled in this so he'll at least be the subject but beyond that it's not fair to say.
It would have to be 'very, very serious' for the US Gov under a super pro-AI/pro-business agenda to take down their #1 CEO over something indirect.
Musk has direct meetings with Putin for gosh sakes.
You mean over the phone?
He admitted having talks with Putin during 2023/2024.
His Tesla China can help him circumvent any investigation or questioning from US authorities
This would have generated extra profit for Nvidia. So I doubt they'd care unless the US government chose to take legal action against Nvidia. And that's unlikely to happen under the current US administration.
If he knew / suspected she was a spy, yes, absolutely. If she was given access to confidential information, yes, absolutely.
If he thought it was a romantic relationship, fine, that doesn't affect me / NVDA / America.
Obviously he should stop now that he knows! But if he didn't at the time, you know, I think I can still trust him to make computer chips.
"Bad judgement" is a tool used in political rhetoric used to blame someone when there's nothing of any substance to blame them for.
However, all of this changes if it turns out that he gave his lover's company any kind of preferential treatment or that she was involved in China related lobbying.
This is what the investigation will focus on in my opinion. If they find anything at all then he will have to resign.
> There's very little he could ever accidentally tell someone that would matter that much.
I think the practical implications matter a lot less than the PR and legal ones.
If the stock price plummets tomorrow and doesn’t recover, the board may have to act.
Similarly, if the right governments start asking hard questions, the board may have to act.
This is likely going to be a slow-rolling shit show for a while. At the very least, it’s legitimate grounds for one or more congressional investigations, which may start here but could go anywhere.
Most investors don't care.
Unless there was some 'materially detrimental disclosure' this is just tabloid.
The fact that Elon has a literal harem, Tesla has $500M loan from Chinese banks with all sorts of conditions etc.
Elon literally does Zoom calls with Vladimir freaking Putin.
I think this is a nothing burger.