I'd go as far as to say the second leak helps him a bit, by reframing this as a cheating scandal rather than it being more about him knowingly evading an embargo.

I suspect that there gotta be something else going on with that as well. Maybe someone in the company wanna take his position or something.

A CEO admitting to an affair with a customer after previously denying it, seems like a sufficient reason for removal, even before you add the geopolitical intrigue.

Nvidia's previous denials are a significant issue from a board of directors position. He either lied to the board about it, directed the company's PR people to make a false statement about it, or both. And that lie turned out to be material (in a SEC sense of the word material).

It would be very difficult for the board to regain trust in his ability to make choices that are correct for Nvidia, rather than himself.

Two back to back including one with a subordinate and one involving a person violating export controls though are pretty tough to weather. And I doubt that's the end of the affairs too, I'm not a Huang is months away from having dated every woman on earth extrapolationist but I also doubt he's only had (or has) 2.

Like selling hardware to potential competitors of US AI inference services? The extent of the compute laundering has been pretty well covered.

I have a feeling we'll know the reasons for certain when Nvidia's stance on open models and local AI does an about-face.

Could be that breaking embargo and sleeping with spies had something to do with it. Wild guess, I know.