Nvidia (NVDA) CEO Jensen Huang is facing allegations of a second affair, this time with a company subordinate. Monaghan argues that replacing Huang would be a “net negative” for Nvidia and says the company’s board should slow down and allow the investigation to play out. He also suggests the allegations could be part of an effort to push Huang out, adding, “I think this is a national security interest in keeping Jensen in play here.”


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