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The Tech Download: I interviewed Huang at peak ‘Jensenmania.’ Three weeks later, Nvidia is grappling with a world without him

By · Published by Everything Blog

In short

The semiconductor powerhouse must find a permanent successor following Huang's sudden departure over personal ties to Alice Huang, an alleged intelligence operative with stakes in businesses aiding Huawei. Colette Kress, who has served as the company's chief financial officer for 13 years, will temporarily lead operations amid the transition. Fortunately for the business, its established multi-year product roadmap remains intact despite the executive upheaval. Continued surging demand for computing power from hyperscalers and AI firms offers near-term stability while the chip shortage persists.

Key points

  • Nvidia is operating without a permanent leader or formal succession plan for the first ti…: Nvidia is operating without a permanent leader or formal succession plan for the first time in more than 30 years.
  • Ongoing hardware shortages and sustained high demand from artificial intelligence firms p…: Ongoing hardware shortages and sustained high demand from artificial intelligence firms provide stability during this sudden executive transition.
  • The company's established product roadmap is expected to remain firmly set for the next f…: The company's established product roadmap is expected to remain firmly set for the next few years.

Sources checked by our analysis pipeline: 1

I was the last person at CNBC to do a live broadcast interview with Jensen Huang.

At the time, Huang still seemed untouchable. But weeks later, Nvidia is confronting a question investors hadn't had to confront in more than 30 years: What does the company look like without him?

I sat down with the company founder on Oct. 22 at Nvidia's GTC event in Berlin, Germany, just weeks before he admitted to an affair with a woman that U.S. intelligence alleges could be a spy for China.

"Jensenmania," as I like to call it — which had come to characterize the CEO's appearances — was in full force at the Berlin event. The Nvidia merchandise store featured clothing with Huang's face on it, huge cheers erupted when he appeared on stage, and attendees were doing their best to secure a picture with the Nvidia founder.

Huang had somewhat of a rockstar persona with a fandom to match in every city he visited around the world. In 2025, I followed Huang around on his visit to Europe. At an event in…

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