Ming-Chi Kuo: Huang Hard to Replace, Nvidia Needs a Succession Plan
BenBajarin · x · 2026-11-12
Analyst Ming-Chi Kuo argues Jensen Huang's core value at Nvidia is turning what engineers deem possible into company-wide, high-risk commitments — giving suppliers rare order visibility and driving aggressive spec upgrades (HVDC, CPO/NPO, CCL/PTFE) that push the whole AI industry forward. Given Huang seems unlikely to fully step away, Kuo suggests Nvidia should gradually reduce decision dependence on him and plan succession. Ben Bajarin agrees, calling Huang a culture setter like Jobs.
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