Later: Jensen Huang becomes the 11th CEO of a S&P 500 company to lose their job due to personal relationships since 2000

According to "Late Point" reports, as Jensen Huang resigned as CEO of Nvidia due to a personal relationship scandal, he became the 11th CEO of a S&P 500 company to lose his job due to personal relationships since 2000. Data shows that among these 11 CEOs, 8 left after the 2017 MeToo movement. Jensen Huang is the one with the longest tenure (33 years and 7 months) and the largest company market value (approximately $4.18 trillion). Unlike traditional professional managers, Huang holds less than 3.4% of shares and has no super voting rights, making it difficult to counter the board representing public investors.

The report points out that in addition to corporate governance factors, geopolitical issues may be another driving force. Semiconductor research firm SemiAnalysis estimates that over 1.5 GW of restricted Nvidia GPUs have flowed into banned markets, believing that the U.S. intelligence community is a significant force behind Huang's departure. After the news was announced, Nvidia's stock price initially fell by 14.4%, closing with a decline of 4.3%.

Jensen Huang has always been the absolute leader of Nvidia, directly receiving reports from 60 subordinates, investing in AI GPUs despite shareholder opposition, and establishing the CUDA ecosystem barrier. He is both the top seller and the top buyer, deeply binding customers through investments or guarantees. As of the second quarter, Nvidia's off-balance-sheet guarantees have exceeded $530 billion. Currently, the interim CFO Colette Kress has differing views on some strategies. Nvidia is facing a significant test: how to maintain competitiveness and growth for a giant company that has lost its founder within a wealthy team.