Following recent controversies surrounding NVIDIA CEO Jensen Huang, the market is closely monitoring the succession plans for the chip giant. Reports indicate that executive search firms have begun scouring the industry for alternative candidates, with potential successors including AMD CEO Lisa Su and ARM CEO Haas. Although Lisa Su has driven significant revenue growth at AMD, the competitive rivalry between the two companies and her familial ties to Jensen Huang have emerged as major obstacles to her succession. Haas, who spent seven years at NVIDIA early in his career, is well-versed in the semiconductor industry and may prove to be a more suitable candidate. Currently, NVIDIA lacks a clear second-in-command who could immediately step in for Jensen Huang; CFO Kress could only serve as a temporary replacement rather than a long-term succession arrangement. Some media outlets have also mentioned NVIDIA Vice President Buck and others as being within the scope of potential successors, while whether Jensen Huang's two children, both of whom work at NVIDIA, are qualified to take over remains highly questionable. Jensen Huang wields enormous influence at NVIDIA and is deeply involved in the company's daily operations, with approximately 60 senior executives reporting directly to him. Industry observers believe that Jensen Huang himself is essentially synonymous with NVIDIA.
