Analysts debate Nvidia's future after Jensen Huang's departure
Nvidia CEO Jensen Huang has resigned after a 33-year tenure, prompting market analysts to compare the situation to Apple's transitions after Steve Jobs. While some predict valuation pressure similar to Apple's post-Jobs era, others suggest a professional management style could maintain steady returns, though potentially slowing innovation.
Following media reports regarding personal conduct, Jensen Huang stepped down as Nvidia's CEO, ending a 33-year run that turned the chip maker into a US$4 trillion giant. Chief Financial Officer Colette Kress has taken over as interim CEO while the board conducts a search for a permanent successor.
Financial institutions and industry experts have drawn parallels to Apple's historical transitions. Goldman Sachs analysts noted that while both companies shared visionary leadership and deep-rooted innovation cultures, Huang's sudden departure could make it harder for Nvidia to operate with its previous agility. They predict medium-term stock volatility as the market seeks a new valuation multiple.
Industry figures and political leaders have also weighed in. Elon Musk criticized the removal of powerful founders, citing Apple and Uber as cautionary tales. Meanwhile, some analysts and political figures, including US President Donald Trump, floated the idea of former Apple CEO Tim Cook taking the helm, noting Cook's operational strengths in supply chain management, though experts warn that replacing Huang's unique role in driving cutting-edge AI technology remains an unprecedented challenge.
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