Who Could Succeed Jensen Huang at Nvidia?

AI Summary

A report considers potential successors to Nvidia CEO Jensen Huang, naming AMD chief Lisa Su and Arm CEO Rene Haas as possible candidates. It notes Su’s record in growing AMD’s revenues and Haas’s prior experience at Nvidia, while also pointing to complications arising from competition between Nvidia and AMD.

Headhunters are probably calling around the semiconductor industry right now, trying to figure out who to pitch to Nvidia’s board as a possible successor to Nvidia CEO Jensen Huang, just in case the company’s board decides he has to go. Here are a couple of out-of-left-field suggestions: Advanced Micro Devices CEO Lisa Su and Arm CEO Rene Haas.  Su runs a business that is a direct rival to Nvidia in AI chips. (As we said here, “AMD is the only credible competitor to Nvidia.”) She’s done an outstanding job of making AMD a more forceful competitor: After years of stagnation, AMD’s revenues have taken off under her oversight. To be sure, the competition between the two companies might make it complicated for Lisa Su to jump ship (the fact that she and Huang are cousins may be a further complication). For that reason, Rene Haas may be a better option. He knows the sector very well (he even worked at Nvidia for seven years earlier in his career).