Duan Yongping: Jensen Huang's departure will not affect NVIDIA in the short term, and he may serve as a shadow CEO

Renowned investor Duan Yongping stated that Jensen Huang's departure may be the final decision made by NVIDIA's board of directors. In the short term, it will not affect NVIDIA's business, but whether it can maintain its competitive advantage in the coming years depends on finding a suitable successor CEO. Jensen Huang is diligent and has a forward-looking perspective on the development of the AI industry, making it challenging to find a successor with these qualities.

Duan Yongping mentioned that NVIDIA's business model heavily relies on an excellent management team. If the capabilities and execution of the management team cannot be maintained, the company's competitiveness in the next 3 to 5 years may be impacted. However, the AI industry is still in its early stages, and it is expected to maintain good growth momentum over the next decade. Regarding the possibility of Jensen Huang returning in the future, Duan Yongping stated that if the reasons for his departure still exist, it is highly likely that Jensen Huang will not return as CEO. However, NVIDIA may also consider inviting him to serve in advisory roles or similar positions, allowing him to continue exerting influence in a shadow CEO capacity, but without formal signing responsibilities. Relevant arrangements may not have clear conclusions before the end of the hearing, and the final outcome may still require some time to wait.