Gary Black stated that Jensen Huang may have difficulty continuing as CEO of NVIDIA, and investors may reduce their holdings

Investment institution The Future Fund managing partner Gary Black published an article discussing the impact of NVIDIA CEO Jensen Huang's infidelity incident. He expressed doubts about whether Huang could continue to serve as CEO of NVIDIA, believing this could exert short-term pressure on the stock of the world's second-largest company by market capitalization, and stated that there is no natural successor for Huang within the company.

Gary Black also mentioned that although Huang has not committed any crimes or infringements, his code of conduct and judgment will be called into question, which is likely to lead NVIDIA's board to dismiss him. He stated that even if the market does not perceive long-term value impairment, many portfolio managers may still reduce their holdings in the coming weeks due to uncertainty about the successor to Huang as CEO of NVIDIA.