Who could have imagined that Jensen Huang, who led Nvidia for 33 years, would ultimately leave the CEO position this way?
On November 12, Nvidia officially announced that Jensen Huang had resigned as CEO, president, and director, with CFO Colette Kress taking over as interim CEO.
After the news broke, the market’s real concern was not just the controversy surrounding Huang personally, but a more practical question: Can Nvidia maintain its past growth rate without him?
For the past 33 years, Huang has been closely tied to Nvidia. From gaming graphics cards and the CUDA ecosystem to AI data centers, his strategic judgment has been evident in every major turning point for the company.
Especially amid the AI boom, Huang has been more than a CEO—he has been a master promoter of the entire AI computing industry. He has built relationships with tech giants such as Microsoft, Google, and OpenAI, and has also shaped Wall Street’s expectations for AI capital spending.
But this crisis has revealed another side.
Controversy surrounding Huang’s personal relationships continues to intensify, and related reports have also raised potential national security risks. It should be emphasized that some of the intelligence-related allegations raised publicly remain unverified and cannot be treated as established fact.
For a tech giant worth several trillion dollars, when a founder’s personal conduct becomes a governance issue, the impact extends beyond personal reputation to shareholder confidence, the board’s authority, and the stability of the management team.
The technical picture also warrants caution.
Previously, NVDAUSDT fell on the daily chart from around $241 to near $163, with the short-term trend clearly weakening. The $158–$160 range is an important level to watch. If it breaks decisively, $150–$155 could be the next support zone; if the price regains and holds above $176, it may have a chance to challenge the Fibonacci resistance near $189.
Of course, a technical rebound does not mean the fundamental risks have been resolved.
What will truly determine Nvidia’s valuation from here is its November 17 earnings report, whether the new management can stabilize customer relationships, and whether investment in AI infrastructure continues to translate into revenue and profit.
Jensen Huang may leave the CEO position, but the CUDA ecosystem, GPU technology moat, and global demand for AI computing power will not disappear overnight.
The question is: How much of Nvidia’s past valuation came from its business competitiveness, and how much from the market’s trust in Jensen Huang personally? #英伟达正物色新CEO，谁会接替黄仁勋？
On November 12, Nvidia officially announced that Jensen Huang had resigned as CEO, president, and director, with CFO Colette Kress taking over as interim CEO.
After the news broke, the market’s real concern was not just the controversy surrounding Huang personally, but a more practical question: Can Nvidia maintain its past growth rate without him?
For the past 33 years, Huang has been closely tied to Nvidia. From gaming graphics cards and the CUDA ecosystem to AI data centers, his strategic judgment has been evident in every major turning point for the company.
Especially amid the AI boom, Huang has been more than a CEO—he has been a master promoter of the entire AI computing industry. He has built relationships with tech giants such as Microsoft, Google, and OpenAI, and has also shaped Wall Street’s expectations for AI capital spending.
But this crisis has revealed another side.
Controversy surrounding Huang’s personal relationships continues to intensify, and related reports have also raised potential national security risks. It should be emphasized that some of the intelligence-related allegations raised publicly remain unverified and cannot be treated as established fact.
For a tech giant worth several trillion dollars, when a founder’s personal conduct becomes a governance issue, the impact extends beyond personal reputation to shareholder confidence, the board’s authority, and the stability of the management team.
The technical picture also warrants caution.
Previously, NVDAUSDT fell on the daily chart from around $241 to near $163, with the short-term trend clearly weakening. The $158–$160 range is an important level to watch. If it breaks decisively, $150–$155 could be the next support zone; if the price regains and holds above $176, it may have a chance to challenge the Fibonacci resistance near $189.
Of course, a technical rebound does not mean the fundamental risks have been resolved.
What will truly determine Nvidia’s valuation from here is its November 17 earnings report, whether the new management can stabilize customer relationships, and whether investment in AI infrastructure continues to translate into revenue and profit.
Jensen Huang may leave the CEO position, but the CUDA ecosystem, GPU technology moat, and global demand for AI computing power will not disappear overnight.
The question is: How much of Nvidia’s past valuation came from its business competitiveness, and how much from the market’s trust in Jensen Huang personally? #英伟达正物色新CEO，谁会接替黄仁勋？