Who could run Nvidia after Jensen Huang?

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1. 14m ago

   Nvidia board meets on Huang's fate after relationship report; Colette Kress named interim CEO

   Nvidia's board is meeting to decide CEO Jensen Huang's future following a New York Times report that he had a relationship with a subordinate executive. The Wall Street Journal and CBS News report the board is weighing a move to oust Huang after 33 years. Reuters and a blog source state Huang has resigned effective immediately and CFO Colette Kress has been named interim CEO while retaining her finance role. Shares fell 7% premarket before rebounding 4%. The board has not named a permanent successor.

   Why it matters

   Huang co-founded Nvidia in 1993 and built it into the dominant supplier of AI chips, making the company one of the world's most valuable. His potential departure creates massive uncertainty for the AI infrastructure buildout and Nvidia's strategic direction. The board's deliberations center on governance issues stemming from the undisclosed personal relationship, not company performance.

   What is confirmed

   • The New York Times reported Jensen Huang had a relationship with a Nvidia executive who reports to him.
   • The Wall Street Journal reported exclusively that Nvidia's board is preparing to oust CEO Jensen Huang.
   • CBS News reported Nvidia's board is weighing a move to oust CEO Jensen Huang.
   • Reuters reported the Nvidia board is meeting on the fate of CEO Jensen Huang after affair reports.
   • Nvidia shares fell 7% premarket per Wall Street Journal reporting.
   • CNBC reported Nvidia shares rebounded 4% as Huang faces scrutiny ahead of earnings.
   • Elon Musk said it would be an 'honor' to hire Nvidia's Jensen Huang.

   Still unconfirmed

   • Jensen Huang has resigned as CEO effective immediately and Colette Kress has been named interim CEO while retaining CFO role.
   • Nvidia's Asian supply chain is preparing for life after Huang.
   • Michael Burry says Nvidia earnings will be 'great' but tells NVDA bulls to 'get out'.

   What to watch next

   • Board's formal announcement on Huang's status and permanent successor timeline
   • Market reaction at Monday open and upcoming earnings call
   • Any SEC filing regarding leadership change or governance investigation
   Sources used for this update (25)

   1. www.irishtimes.com — The Irish Times | Latest news and headlines - Irish news, world news ...
   2. www.straitstimes.com — Oil edges lower following three days of gains
   3. www.hindustantimes.com — Stock market today: S&P 500, Dow Jones, Nasdaq futures fall as US inflation hits 3.7% in September | Hindustan Times
   4. Bloomberg.com — Five Charts Show Why Nvidia Matters — and What’s Now at Stake
   5. CNBC — Nvidia shares rebound 4% as Huang faces scrutiny ahead of earnings
   6. Barron's — Why Nvidia Stock Could Be a Bargain Even as CEO Huang Faces Tougher Scrutiny
   7. The New York Times — Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him
   8. WSJ — Exclusive | Nvidia is Preparing to Oust CEO Jensen Huang
   9. CBS News — Nvidia's stock dives as chipmaker's board weighs move to oust CEO Jensen Huang
   10. Reuters — Nvidia live: Board meets on fate of CEO Jensen Huang after affair reports
   11. CNBC — Elon Musk says it would be an 'honor' to hire Nvidia's Jensen Huang
   12. Seeking Alpha — Nvidia: Why I’m Buying The Fear (NASDAQ:NVDA)
   confidence 82%