#英伟达正物色新CEO，谁会接替黄仁勋？
Jensen Huang suddenly resigns—who will take over at Nvidia? 👇
1️⃣ Current situation
On November 12, Jensen Huang resigned as CEO, president, and director, effective immediately. CFO Colette Kress has become interim CEO, and the board is searching for a permanent successor, considering both internal and external candidates.
2️⃣ Leading candidates
Internal:
- Colette Kress (interim CEO; reassuring to the market, but likely a transitional choice)
- Ian Buck (key CUDA contributor, strongest technical background, and a favorite in prediction markets)
External: Arm's Rene Haas, AMD's Lisa Su, and Tim Cook, whom Trump singled out, among others.
3️⃣ My take
Nvidia's moat is CUDA and its integrated hardware-and-software ecosystem—not finance alone. In the long run, an internal candidate like Ian Buck, with technical expertise and experience working with major customers, seems like a better fit. Kress is suited to a transitional role, while bringing in an outsider carries greater risk.
Jensen Huang never put a succession plan in place. His sudden departure will put the board's decision-making to the test. Whoever takes over will determine whether Nvidia keeps charging ahead or enters a more stable phase.
Who do you think is the best fit?
$NVDAB
$NVDA
Jensen Huang suddenly resigns—who will take over at Nvidia? 👇
1️⃣ Current situation
On November 12, Jensen Huang resigned as CEO, president, and director, effective immediately. CFO Colette Kress has become interim CEO, and the board is searching for a permanent successor, considering both internal and external candidates.
2️⃣ Leading candidates
Internal:
- Colette Kress (interim CEO; reassuring to the market, but likely a transitional choice)
- Ian Buck (key CUDA contributor, strongest technical background, and a favorite in prediction markets)
External: Arm's Rene Haas, AMD's Lisa Su, and Tim Cook, whom Trump singled out, among others.
3️⃣ My take
Nvidia's moat is CUDA and its integrated hardware-and-software ecosystem—not finance alone. In the long run, an internal candidate like Ian Buck, with technical expertise and experience working with major customers, seems like a better fit. Kress is suited to a transitional role, while bringing in an outsider carries greater risk.
Jensen Huang never put a succession plan in place. His sudden departure will put the board's decision-making to the test. Whoever takes over will determine whether Nvidia keeps charging ahead or enters a more stable phase.
Who do you think is the best fit?
$NVDAB
$NVDA