This article, "Jensen Huang's Resignation: Who Are the Potential Driving Forces Behind It?", analyzes the timing and various driving forces behind Nvidia founder and CEO Jensen Huang's sudden resignation on November 12, 2026. Background and Trigger * **Outcome:** Within two weeks, Huang resigned as president, CEO, and director due to two extramarital affairs (one involving Alice Huang, a former executive at Singapore's Megaspeed, whom the US deemed to have ties to foreign intelligence agencies, and the other involving a vice president who reported directly to him). The CFO temporarily assumed the CEO role. This news caused Nvidia's market capitalization to evaporate by over $600 billion. * **Sensitive Time Window:** The two weeks of the incident coincided with four key events: the US midterm elections (November 3), Anthropic's IPO roadshow (the week of November 9), Nvidia's Q3 earnings report (November 17), and the congressional hearings (around November 18). Key Driving Forces Behind the Scandal 1. **Congress and Export Control Hawks:** Lawmakers who have long advocated for strict restrictions on chip exports previously struggled to advance their policies due to Trump's favorable relationship with Jensen Huang. The "foreign intelligence personnel relationship" has become a breakthrough, prompting multiple committee chairs to jointly request his testimony and call for an investigation. 2. **Wall Street and Short-Selling Firms:** Several top hedge funds, including Point72 and Citadel, significantly reduced or liquidated their Nvidia holdings in the second quarter. Short-selling firm Culper Research had already released a report in May questioning Megaspeed and the aforementioned personal relationship. After the scandal broke, sell-side downgrades triggered long-term risk control measures, resulting in substantial profits for short sellers. 3. **Anthropic:** As an AI company that firmly supports strict chip export controls, its CEO has long held differing views from Huang on policy and business. Anthropic, through think tanks (such as CNAS) and political donations (AnthroPAC), has long promoted the narrative that "chip exports equate to national security," objectively paving the way for this public characterization. 4. **Intelligence and Law Enforcement Systems**: The Department of Commerce investigated the whereabouts of Megaspeed chips starting in September 2024, later transferring the case to the Department of Justice. With no action from the White House, internal forces pushed the incident into the public eye by releasing investigation details to the media. 5. **Media Timing**: The New York Times, The Information, and the FT, among other media outlets, precisely broke the news in three rounds, highlighting "national security," "the amount involved," and "a relationship between superiors and subordinates," progressively drawing Congress, shareholder lawyers, and the board of directors into the fray, ultimately forcing the board to distance itself.