NVIDIA’s GPU roadmap seen holding steady after Jensen Huang exits
NVIDIA announced that co-founder Jensen Huang resigned as CEO and director after 33 years, naming CFO Colette Kress as interim CEO while beginning a search for a permanent successor. Four semiconductor supply-chain executives interviewed by Central News Agency said NVIDIA’s published Blackwell, Rubin and Feynman roadmaps, product cadence and 2027 orders were expected to remain unchanged, while ASIC development could accelerate. Suppliers also reported seeing some mass-production orders into 2028, though these figures were not independently disclosed by NVIDIA.
Supply-chain interviews suggest NVIDIA’s near-term GPU demand and roadmap may remain stable despite the founder’s departure, while potentially faster ASIC development could alter competition within AI chips.
（本文作者为 疯狂科技厅，钛媒体经授权发布）
文 | 疯狂科技厅，作者 | 冯皓钦，编辑 | 王晓
就在刚刚，当地时间11月12日，英伟达正式宣布，创始人黄仁勋辞去首席执行官及董事职务，结束长达33年的掌舵生涯。此前，围绕黄仁勋私人关系的争议持续发酵，英伟达董事会也已启动独立调查。
随着黄仁勋离开，英伟达任命原首席财务官科莱特·克雷斯（Colette Kress）担任临时CEO，同时继续兼任CFO。董事会则启动正式继任者的遴选工作。
对于这家处在全球AI产业核心位置的公司而言，黄仁勋的突然离开，无疑是一场重大的人事变动。
#NVIDIA#Jensen Huang#Colette Kress#Blackwell#Rubin#Feynman#CUDA