#黄仁勋辞职
Jensen Huang has resigned, effective immediately. The trigger wasn’t company performance—it was an extramarital affair scandal. Last Sunday, he admitted to being unfaithful to his wife. Then The New York Times revealed a second affair, this time with an Nvidia executive. The board launched an investigation, and under pressure, Huang stepped down.
The impact was swift and severe. As soon as the news broke, Nvidia shares plunged about 10% in premarket trading. Morgan Stanley and Bank of America quickly dropped Nvidia from their top-pick lists, while Baird slashed its price target from $500 to $200. Wall Street broadly fears that with Huang gone, Nvidia could be revalued from a “founder-led growth stock.”
Worse, Nvidia has no public succession plan. CFO Colette Kress is merely stepping in on an interim basis. Huang isn’t just the CEO—he’s the “hub” of the entire AI ecosystem. He invests in OpenAI and Anthropic, backs CoreWeave, and has financial ties to nearly every AI company. His departure has rattled the market not just over Nvidia, but over the stability of the entire AI supply chain. The era of the leather-jacketed tech warrior has, for now, come to an end.
Jensen Huang has resigned, effective immediately. The trigger wasn’t company performance—it was an extramarital affair scandal. Last Sunday, he admitted to being unfaithful to his wife. Then The New York Times revealed a second affair, this time with an Nvidia executive. The board launched an investigation, and under pressure, Huang stepped down.
The impact was swift and severe. As soon as the news broke, Nvidia shares plunged about 10% in premarket trading. Morgan Stanley and Bank of America quickly dropped Nvidia from their top-pick lists, while Baird slashed its price target from $500 to $200. Wall Street broadly fears that with Huang gone, Nvidia could be revalued from a “founder-led growth stock.”
Worse, Nvidia has no public succession plan. CFO Colette Kress is merely stepping in on an interim basis. Huang isn’t just the CEO—he’s the “hub” of the entire AI ecosystem. He invests in OpenAI and Anthropic, backs CoreWeave, and has financial ties to nearly every AI company. His departure has rattled the market not just over Nvidia, but over the stability of the entire AI supply chain. The era of the leather-jacketed tech warrior has, for now, come to an end.