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Summary of article:
Jin Tai, author of “The Huida Way”, believes that Huida can continue to develop after Huang Renxun leaves office, provided that a suitable candidate such as Haas or Bak takes over.
Jen-Hsun Huang After resigning, “Huida Tae Kim, author of “The Way”, pointed out in an article that the board of directors already has a list of successors, and is likely to conduct a thorough review of the candidates after the Huang Renxun incident. Despite many speculations from the outside world, the two most qualified people are ARM CEO Haas and Huida’s Buck, who is responsible for the data center customer business.
Jin Tai is the author of the book “The Nvidia Way: Jensen Huang and the Making of a Tech Giant”, and has studied Nvidia’s internal management methods for a long time.
Huida (NVIDIA ) The Board of Directors today announced that Jen-Hsun Huang has resigned as Chairman, CEO and Director; Current Executive Vice President and Chief Financial Officer Colette Cress will serve as interim CEO.
Jintai posted an article on its technology analysis blog today, titled “Who can take over and make Huida continue to succeed?” He explained that the persistent extramarital affairs were unacceptable to Huida’s board of directors, so they took quick action to replace Huang Renxun.
Furthermore, some people worry that more similar relationships will be exposed in the future. His articles have been shared by many industry insiders.
Jintai said that in recent days, many people quoted from his book and mentioned that he once believed that Huida would not know where to go without Huang Renxun, but his view has changed. He doesn’t think Huida’s story ends here. The company has a deep talent pool responsible for executing various functions. He is now even more confident that HUIDA can continue to grow even with a new CEO. But the premise is that you have to choose the right person. In his opinion, there are only two suitable candidates.
The first person he said is Arm CEO Rene Haas. Haas worked for Huida for seven years. Since leaving Huida, with a deep understanding of technology, the external communication skills required to serve as CEO of a listed company, and widely recognized business management experience, he has proven himself to be a very successful leader.
Jintai believes that as a former senior executive of Huida, Haas is very familiar with Huida’s senior management team. He had also heard that Huida employees who had worked under Haas in the past enjoyed working with him. Haas would be a great option.
For second place, it is Ian Buck, vice president of HUDA’s ultra-large-scale computing and high-performance computing department.
Jintai wrote that Buck, as the inventor of Unified Computing Architecture (CUDA), is one of the most important people of Huida. He oversees the AI hardware and software products that Huida provides to hyperscale cloud service providers and other customers. He has the engineering and technical knowledge, experience, relationships with data center customers and the respect of employees to take Huida to the next stage.
With Barker and Jonah Albain, senior vice president of GPU engineering, Huida’s long-term technology development blueprint can be maintained and will not be affected.
He also mentioned that the market demand for AI computing power is extremely strong, and the demand will not disappear just because Huang Renxun leaves office.
Recently, various circles have predicted several possible candidates. In addition to the above two people, others also named by Trump include Apple (Apple) Executive Chairman Tim Cook and Advanced Micro Devices (AMD) CEO Su Zifeng.
According to data from forecasting market website Polymarket, Buck leads with a win rate of 29%, Haas is in third place with 6%, and in second place is Kelly, who has taken over as interim CEO. Kelly’s main expertise is corporate financial management.
Whoever takes over as CEO will face the challenge of maintaining HUIDA’s dominance in the AI field.
