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Who could replace Jensen Huang? A highly unscientific list of possible successors

Summary

  • Kalshi betting markets assign Jensen Huang a 30% probability of remaining CEO through the week.
  • Huang has admitted to an extramarital affair involving either Alice Huang, a Chinese executive suspected of spying, or Kimberly Powell, an Nvidia executive who reports to him.
  • Board members who gained significant wealth under Huang may retain him as chairman rather than removing him entirely.
  • Nvidia currently lacks a defined succession plan to replace Huang as CEO.
  • Lisa Su, CEO of rival AMD and Huang's distant cousin, is a potential candidate but would likely remain at her current company to benefit from Nvidia's distraction.
  • Eric Schmidt, former Google CEO and current Relativity Space leader, is considered a capable leader but carries baggage regarding his own past extramarital affairs.
  • Lip-Bu Tan, Intel CEO, could seek a transition to Nvidia following Intel's stock decline and revenue warning.
  • Bret Taylor, former Salesforce co-CEO and OpenAI board chair, possesses extensive Silicon Valley experience and a reputation for stability.
  • Ian Buck, Nvidia VP who developed CUDA, is viewed as a viable internal successor if Huang remains chairman.
  • Andrew Bell, Nvidia senior vice president of hardware engineering, has a long tenure and chip pedigree within the company.
  • Colette Kress, Nvidia CFO, is frequently named as an insider candidate but is not always seen as a natural visionary successor.
  • Lori Huang, Jensen's wife and former microchip engineer, is suggested as a wild card candidate for her historical partnership with Jensen and family trust leadership.

Nvidia has no succession plan and a CEO in hot water, so we’ve drafted a shortlist.

Keywords
AI,TC