Nvidia's board is reportedly planning to remove Jensen Huang, and the company has no succession plan in place. The leading internal candidates are CFO Colette Kress and CUDA creator Ian Buck, while his daughter Madison Huang has also been named as a potential successor.
External candidates include AMD CEO Lisa Su, Arm CEO Rene Haas, and even former Google CEO Eric Schmidt.
Meanwhile, Anthropic revealed that Claude ported nearly all kernel code to AMD chips in just three days, challenging Nvidia's CUDA moat.
If Huang leaves, analysts estimate Nvidia's valuation could drop 25% to 30%.
Who do you think should take over as Nvidia's next CEO?
$NVDA
https://aidisruption.ai/p/the-ai-chip-war-enters-its-second
External candidates include AMD CEO Lisa Su, Arm CEO Rene Haas, and even former Google CEO Eric Schmidt.
Meanwhile, Anthropic revealed that Claude ported nearly all kernel code to AMD chips in just three days, challenging Nvidia's CUDA moat.
If Huang leaves, analysts estimate Nvidia's valuation could drop 25% to 30%.
Who do you think should take over as Nvidia's next CEO?
$NVDA
https://aidisruption.ai/p/the-ai-chip-war-enters-its-second