I interviewed Huang at peak ‘Jensenmania.’ Three weeks later, Nvidia is grappling with a world without him
· Technology · CNBC
Nvidia faces an unprecedented transition three weeks after founder Jensen Huang's appearance at GTC Berlin, where he was greeted with rockstar adulation and merchandise bearing his likeness. The CNBC journalist who last interviewed Huang notes the CEO had become synonymous with AI hype, with attendees comparing him to Iron Man and seeking photos. Since co-founding Nvidia in the early 1990s, Huang transformed GPU chips from graphics hardware into the general-purpose AI computing semiconductors driving the company's nearly 500% share rally over five years. The article leaves the question of Nvidia's direction without its iconic leader unanswered, as Huang recently admitted to an affair with a woman U.S. intelligence alleges could be a Chinese spy.
Why it matters
Investors and the AI sector must now reckon with Nvidia's identity and market trajectory in the absence of the co-founder who built its dominant position, potentially reshaping the company's strategic direction and investor confidence.
Read the original report — CNBC
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