Inside Jensen Huang’s Final Hours as Nvidia CEO
- Ian King: board had no choice once the affair involved an employee; only one sell rating remains on Nvidia</list-item>
- Arm CEO Rene Haas floated as a successor; CFO Colette Kress and team holding things together for now
- Seoul bureau: Samsung and SK Hynix relationships ran through Huang, and they are half the Kospi
- Joe Wiesenthal on Mega Speed, neocloud GPU access, and the unwritten rules on Chinese firms renting chips abroad
The bull case now rests entirely on Nvidia's engineers rather than its frontman: reporters argue the chips, CUDA and the customer queue outlast Huang, while analysts have yet to downgrade. The open risk is relational, since supplier ties in Korea and Taiwan were personal, and Washington scrutiny of chips reaching Chinese users through offshore neoclouds is only starting.