Ming-Chi Kuo: NVIDIA Should Reduce Reliance on Jensen Huang and Plan Succession

NVIDIA CEO Jensen Huang is caught in an affair scandal. As the story keeps growing, the market is debating his role and the company's future.

Tianfeng International analyst Ming-Chi Kuo says Huang is vital to NVIDIA. His real value is turning what engineers see as possible into products the whole company will fund and take risks on, while handling strategy, organization, and supply chain with fast decisions.

Kuo notes Huang doesn't need to be the top expert on new tech like high-voltage DC power or co-packaged optics. But pushing bold specs into real products is much harder than giving suppliers clear order forecasts. That drive pushed rivals to catch up and lifted the whole AI industry.

Based on public info, Huang may not fully walk away. Kuo suggests NVIDIA gradually cut its reliance on his personal decisions and plan for a successor. Whether NVIDIA keeps its fast R&D pace, and how rivals respond, will shape AI's next steps.