Re:Jensen Huang resigns as Nvidia CEO immediately
by sobellian on Thursday November 12, 2026 @10:04AM
(#50468528)
It very much clashes with the idea held by some that CEOs are fungible and that the value is all created by ICs. But yes, semiconductors are at the forefront of human technology and you need the whole company (including c suite) firing on all cylinders.
Re:Jensen Huang resigns as Nvidia CEO immediately
by nkassis on Thursday November 12, 2026 @10:56AM
(#50469486)
A variant of that idea is the push Jensen could have he's already done by now. The company is basically set and it will continue to do it's thing into the future. Apple as corollary example. He just can't as one person have been in day to day of everything that made Nvidia tick.
Everyone is somewhat replaceable but the work they historically have done might have been critical to reach current stage. And Nvidia may miss on what he could have done but it will take a while for the downturn to happen and others are just as capable. They may find another internal or external candidate that may be able to push further. Market will price the uncertainty until then.
Re:Jensen Huang resigns as Nvidia CEO immediately
by nickalaso on Thursday November 12, 2026 @12:15PM
(#50470699)
So IMO, it really doesn't seem to be that much of a fast changing sector. Moores law is long dead, my 6 year old 3080 laptop gpu is still damn powerful, rather we are seeing power efficiency/optimization now between GPU generations.
Its more of a 'race to the bottom' for price efficiency/hardware deg efficiency against price of electricity and price of the chips over lifetime, than it is a fast changing tech sector where breakthroughs are being made everyday that change the entire game like say with OpenAI and Anthropic.
So basically like a blue chip.
The key is that NVIDIA is in a fast-changing technology sector and that means the core business requires NVIDIA to keep innovating new and better products that beat the competition. Having a company continuously adapt and iterate future products requires a visionary leader that pushes the company to stay on the cutting edge. Competitors and alternative products like Google TPU, Amazon Trainiu, Cerebrus, etc are not staying still; they're innovating too.
Many shareholders (including employees with RSU stock) are worried that NVIDIA without Jensen puts them in a weaker position for the future unless they can find someone with equivalent influence and vision.
Intel was once on top of the world with CEO Andy Grove running things and then the followup CEO's didn't keep Intel at the cutting edge and they lost market leadership to TSMC, AMD, Apple Silicon in various areas. The world changes and Intel didn't adapt fast enough.