“Every great technology company eventually has to answer one question: after the founder leaves, can the business keep creating value at the same pace? The question matters especially for NVIDIA. Over the past several years, Jensen Huang has been deeply involved in every key transformation at NVIDIA. He drove the GPU product launches and the data center strategy, led the building of the CUDA ecosystem, and maintained relationships with customers worldwide. The capital markets have long priced Huang’s personal abilities and NVIDIA’s competitiveness together.
Today, NVIDIA has a vast R&D organization, a complex supply chain, a global customer network, and a complete software ecosystem. The product iteration capability represented by Blackwell, the developer ecosystem CUDA has built up, and the long-term partnerships with the major cloud providers have all grown beyond the personal capabilities of any single executive.
