Prediction markets put ~40% odds on Jensen Huang stepping down by July

According to a report published by Eastmoney on November 11, 2026, betting data from the prediction platform Kalshi implies a 40% probability that Jensen Huang will step down as CEO of Nvidia before July next year. Earlier, on November 8 local time, Huang acknowledged in a letter to employees that he had been unfaithful to his wife, and on the same day Nvidia's board of directors announced the launch of an independent investigation. In the two trading sessions following the apology, Nvidia's share price fell by a cumulative 9.5%.

On the rival platform Polymarket, the market on his successor lists six candidates. Jay Puri, a senior advisor at Nvidia, leads with an implied probability of 21%. Puri joined Nvidia in 2005, spent years leading global sales and partner business, and stepped down from his executive role this past August. Huang's daughter, Jensen Huang's daughter, started as an intern in 2020 and currently oversees product and technical marketing for Nvidia's physical AI platform. AMD chair and CEO Lisa Su is the only one among the six with no publicly listed tenure at Nvidia, while the remaining three come from the company's finance, operations, and research teams.

Jeffrey Sonnenfeld, a professor at the Yale School of Management, noted that Huang's chances of remaining CEO are roughly 50%, but that probability is gradually declining. Media coverage has also mentioned Nvidia co-founder Chris Malachowsky as another name discussed as a potential successor. The available reporting stops at these market quotes, the launched investigation, and the stock movement; it does not confirm any actual leadership change. Reporters also cautioned that turnover in this market is small, so the implied probabilities are for reference only. Huang has helmed Nvidia for 33 years and once disclosed that more than 60 people report directly to him.