What Would NVIDIA Look Like Without Jensen Huang?
A Tencent Tech commentary republished by 36Kr examines possible consequences if Jensen Huang were removed as NVIDIA’s CEO, while stressing that any final decision belongs to the board. It presents a smooth transition led temporarily by CFO Colette Kress as the author’s most likely scenario and identifies Ian Buck as a possible technical stabilizer. The article also argues that NVIDIA’s AI-chip demand and technology roadmap would remain intact, but that a leadership change could make customer financing more conservative.
The analysis highlights governance, succession planning and customer-financing risks at a company central to the AI-chip market, but its leadership scenarios remain speculative rather than confirmed.
这几天科技圈、资本市场都在吃黄仁勋的瓜，细节不给大家复述了。
忽略掉最终结果，我们可以探索一个问题：假如黄仁勋从CEO的位置上被下架，英伟达会怎么样，这应该也是外界更关心的一个议题。
事实上，出轨花边这种事看都不要看，核心就两个问题：是否涉及违规（美国出口管制）、是否违反公司治理的规则。
关于出口管制的问题我们不去讨论了。关于公司治理规则，CEO跟直属下属有关系，在美国公司是明确违反行为准则的事项，这涉及权力不对等跟利益冲突。2018年英特尔的CEO科再奇，2019年麦当劳的CEO伊斯特布鲁克，都因为这个问题被董事会“请”走的，不涉及违法。
按英伟达的公司章程，11位董事过半数就可以罢免CEO。所以，董事会要换人，不需要等到有明确的法律问题。这也是为什么第一个瓜出来的时候，董事会表态有信心，而到了第二个瓜涉及内部直属下属，就传出董事会讨论罢免的事项。