NVIDIA Announces CEO Transition

Re:NVIDIA Announces CEO Transition by bbor on Thursday November 12, 2026 @09:30AM (#50467874)

  Jensen has created more shareholder value than nearly any human on earth.

A) He never made a single product himself, and B) surely we can see in hindsight that this is a pretty goofy metric for success...? Like, "shareholder value" isn't exactly what we need at this pivotal moment in the terran story.

  I think the real risk for the economy, the AI industry, and the US is that Nvidia becomes JUST another company. 
  ...
  But if this cycle stops and efficiency wins in the market (lower margins, more competitors, more options), then Nvidia goes back to where they were

Even if we accept capital as the most important thing, this seems pretty openly counterintuitive. You're lamenting the spectre of efficiency.

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Re:NVIDIA Announces CEO Transition by AdmiralAsshat on Thursday November 12, 2026 @09:39AM (#50468031)

> B) surely we can see in hindsight that this is a pretty goofy metric for success...? Like, "shareholder value" isn't exactly what we need at this pivotal moment in the terran story.

In the slow evolution of the human race into the Ferengi, it is absolutely a milestone!

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Re:NVIDIA Announces CEO Transition by kphorn on Thursday November 12, 2026 @09:43AM (#50468109)

Neither did Elon. What’s the point of A?

Long term we want efficiency. The market is SUPER inefficient right now. People are buying GPUs and stacking them up in warehouses so that they get their allocation. Companies are taking retired jet engines, and turning them into very expensive generators. SoftBank just defaulted on a bunch of power generation orders (increased cost for everyone, but didn’t create the value). My point is that it will be a painful road to get to the efficient market which will likely be a recession because of a massive slow down in spending

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Re:NVIDIA Announces CEO Transition by marcusverus on Thursday November 12, 2026 @10:08AM (#50468603)

[delayed]

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Re:NVIDIA Announces CEO Transition by delta_p_delta_x on Thursday November 12, 2026 @10:20AM (#50468838)

> A) He never made a single product himself

This is demonstrably untrue. Jensen was an engineer through and through, and contributed significantly to Nvidia's early accelerators from the NV1, at least to the earliest GeForces.

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Re:NVIDIA Announces CEO Transition by richwater on Thursday November 12, 2026 @10:27AM (#50468962)

Don't even engage with these types of people. They think CEOs provide no value and anyone can do the job

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Re:NVIDIA Announces CEO Transition by bbor on Thursday November 12, 2026 @11:58AM (#50470438)

Ha, I was wondering if someone would bring that up! Pretty funny. How much of the shareholder value of NVidia is represented by his share of the NV1 and the earliest GeForces?

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