Insiders: Jensen Huang is still involved in the CEO selection for NVIDIA and has contacted potential candidates

According to The Washington Post, after Jensen Huang resigned as CEO, Nvidia faces challenges not only in finding a new leader but also in taking over a management system that has long revolved around the founder. Jensen Huang has led Nvidia for over 30 years, and the company employs a flat management structure, with about 60 people reporting directly to him, and major decisions concentrated in his hands. Nvidia is currently led by Chief Financial Officer Colette Kress as interim CEO. According to insiders, Jensen Huang is still involved in the selection of his successor and has contacted at least one potential candidate.

Jensen Huang also personally maintains relationships with key suppliers for Nvidia. He has long had close ties with TSMC founder Morris Chang, a relationship that has helped Nvidia secure priority access to scarce manufacturing capacity. Harvard Business School professor Andy Wu believes that, given Amazon and Google are also competing for TSMC's limited capacity, there is uncertainty about Nvidia's ability to maintain its existing share of capacity. A Nvidia spokesperson stated that the company's partnerships with TSMC and other supply chain partners remain strong.

Tae Kim, author of The Nvidia Way, pointed out that Jensen Huang simultaneously leads product direction, business strategy, marketing, and talent recruitment, making it difficult for a new CEO to take on all responsibilities alone. He believes the board should prioritize retaining core executives familiar with the company's technology and operations, including Ian Buck, who leads CUDA development, Jonah Alben, who is responsible for GPU engineering, and interim CEO Colette Kress. Harvard Business School professor and former Intel director David Yoffie stated that Nvidia has not established a systematic succession process similar to Intel's annual evaluation of successor candidates. Since the turmoil began, Nvidia's market value has shrunk by about $1 trillion, and Bernstein has lowered its target price from $400 to $200.