Nvidia may have weathered the worst of the bad news. Jensen Huang’s formal resignation announcement may mark the emotional low point of this cycle.
Xiaohuihui thinks the board’s arrangements this time are quite professional.
In Nvidia’s 33-year history, this is the first time it has appointed an independent chairman. Harvey Jones, who joined the board in 1993 and previously served as CEO of Synopsys, will take the role.
Meanwhile, Colette Kress, who has long served as executive vice president and CFO, will take over as interim CEO while continuing as CFO.
One will oversee board governance, while the other will handle company operations and finances—at the very least, ensuring continuity in the transfer of power.
More importantly, Nvidia is fundamentally now a highly mature AI computing infrastructure and supply chain company.
Its competitive edge comes not only from Jensen Huang personally, but also from the CUDA ecosystem, its product development system, supply chain, customer relationships, and global AI capital spending.
Huang’s departure is a major loss, but it doesn’t mean Nvidia’s competitive advantages will disappear with him.
Xiaohuihui’s view is that the short-term emotional shock may be nearing its end. The market will then refocus on earnings, orders, and demand for AI computing power.
Xiaohuihui thinks the board’s arrangements this time are quite professional.
In Nvidia’s 33-year history, this is the first time it has appointed an independent chairman. Harvey Jones, who joined the board in 1993 and previously served as CEO of Synopsys, will take the role.
Meanwhile, Colette Kress, who has long served as executive vice president and CFO, will take over as interim CEO while continuing as CFO.
One will oversee board governance, while the other will handle company operations and finances—at the very least, ensuring continuity in the transfer of power.
More importantly, Nvidia is fundamentally now a highly mature AI computing infrastructure and supply chain company.
Its competitive edge comes not only from Jensen Huang personally, but also from the CUDA ecosystem, its product development system, supply chain, customer relationships, and global AI capital spending.
Huang’s departure is a major loss, but it doesn’t mean Nvidia’s competitive advantages will disappear with him.
Xiaohuihui’s view is that the short-term emotional shock may be nearing its end. The market will then refocus on earnings, orders, and demand for AI computing power.