#HuangExitNvidiaStrategyInFocus Reports say Nvidia's board met on November 12 to decide Jensen Huang's future, and under the bylaws a simple majority of its 11 members can remove him. The board is weighing governance and reputation against continuity. Bernstein analysts put it bluntly: "he IS Nvidia," because he sets long-term strategy and directs most key decisions. The numbers show the stakes. Analysts warn of a further 20% drop if he leaves with no succession plan in place, and the company has deep technical and operational talent but no anointed successor. Supporters of a swift exit argue accountability matters most. Critics counter that forced ousters of high-performing CEOs have historically hurt long-term stock returns. The real question is whether Nvidia's moat, from CUDA to its supply commitments, belongs to the institution or to one man.$NVDAB