My biggest concern is the engineering competence of the new CEO. A company like Nvidia, which depends deeply in its engineering, needs an engineer, or someone who understands how fundamental engineering is to the company, guiding it. Boeing comes to mind as an example of what happens when engineering is no longer the major factor driving corporate decisions.

I understand the broken trust between Huang and the board, and how it makes things difficult when the body in charge of keeping him honest seemingly can't, but that doesn't change the structural concern above.

Isn't there anyone with the engineering chops to succeed him? Was the CFO really the right person?