With Jensen Huang out as Nvidia’s CEO after two affairs were uncovered — one with a potential Chinese spy and one with an employee — there’s a void at the top of the tech superpower.
To fill that hole, tech insiders are tossing around theories of who will take Mr. Huang’s place as Chief Financial Officer Colette Kress steps into the role temporarily.
One name that has appeared in the fallout is Lisa Su, a first cousin of Mr. Huang and the CEO of Advanced Micro Devices, an Nvidia competitor.
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Mr. Huang and Ms. Su were born in Taiwan and raised in the U.S.
Yet they did not grow up together, with Ms. Su joking in a 2024 Bloomberg interview that there were “no family dinners.”
Mr. Huang worked at AMD before starting Nvidia and years before Ms. Su took charge.
AMD has seen success under Ms. Su’s tenure. On Nov. 3, the chip company reported record third-quarter revenue of $13.4 billion, according to investor relations reports.
Ms. Su has commented on Nvidia before, calling it a “great company” in 2020.
“There’s no question from the technology capability that they have demonstrated over the last decade has led the industry to some of the key areas in AI and so on and so forth,” she added at the time.
Cascend Securities’ Chief Investment Strategist Eric Ross told CNBC that Ms. Su would be an “excellent” pick to succeed Mr. Huang because she “knows the technology incredibly well.”
Mr. Huang’s resignation from Nvidia has sent the company’s stock into a free fall, losing hundreds of billions of dollars in market value, according to Yahoo Finance.
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