Sanctions evasion is the real issue
Many argue the affair matters mainly because it ties into alleged chip sales to China via a suspected spy, creating legal risk and a trust problem the board can't ignore.
Jensen is too vital to fire
Others credit his CUDA vision for Nvidia's rise and say infidelity alone shouldn't end a CEO's tenure, suggesting lighter penalties or a gradual transition.
Poor judgement justifies ouster
Some say affairs with a subordinate and an alleged spy show judgement failures and legal exposure, and no CEO should be too big to hold accountable.