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#黄仁勋辞职

Jensen Huang’s resignation as NVIDIA’s President, CEO and Board member has become one of the most discussed technology events this week. NVIDIA officially announced the leadership transition on November 12, 2026, with the resignation taking effect immediately. For me, the first market reaction is understandable because Huang led the company for 33 years. His name became closely connected with NVIDIA’s transformation into a global leader in AI and accelerated computing. However, one leadership change does not automatically change the company’s technology, products or customer relationships. I believe the market may experience short-term uncertainty while investors evaluate the next steps. At the same time, NVIDIA remains supported by an experienced management team and a strong position in the AI industry.

The Board appointed Colette Kress, NVIDIA’s Executive Vice President and Chief Financial Officer, as Interim CEO. She joined NVIDIA in September 2013 and has played an important role during the company’s period of extraordinary growth. Kress will continue serving as CFO while leading the company until a permanent CEO is selected. NVIDIA has also started a search that will consider both internal and external candidates. The Board appointed Harvey C. Jones as its first-ever Chair of the Board. According to the official announcement, the Board expects operations, customer commitments and the technology roadmap to continue without interruption. For me, this continuity is one of the most important positive signals during the transition.

I also think it is important to look beyond the immediate headlines and focus on NVIDIA’s business foundation. The company remains a leader in accelerated computing and artificial intelligence. Its ecosystem includes customers, partners, developers and major technology companies around the world. NVIDIA has recently continued expanding AI infrastructure through new collaborations and technology projects. In October, the company announced plans with Oracle to expand Vera Rubin NVL72 systems to a multi-gigawatt scale. It also continued partnerships involving AI infrastructure, robotics, healthcare and telecommunications. These projects show that NVIDIA’s long-term strategy is built around a broad technology ecosystem rather than one person alone.

Here are ten points I will be watching during this important transition:
1. The selection of NVIDIA’s permanent CEO.
2. The continuity of the company’s AI technology roadmap.
3. Customer confidence during the leadership change.
4. The progress of major AI infrastructure projects.
5. Future demand for accelerated computing.
6. The company’s relationships with global technology partners.
7. NVIDIA’s ability to maintain innovation in chips and software.
8. The next financial results and management commentary.
9. The reaction of AI-related companies and investors.
10. The long-term strength of NVIDIA’s ecosystem.

Another important date for investors is November 17, when NVIDIA is scheduled to report its third-quarter fiscal 2027 financial results. The earnings report may provide a clearer picture of business performance and future priorities during this transition. Financial results, customer demand and management guidance could become more important than short-term market emotions. I will be especially interested in what the company says about its AI infrastructure strategy and technology roadmap. NVIDIA’s official statement says its focus remains on customers, partners, developers and shareholders. This gives me a reason to watch the fundamentals carefully instead of making conclusions based only on headlines. A strong operational update could help investors better understand the company’s position after this major change.

My personal view is neutral but cautiously positive. Jensen Huang’s departure is undoubtedly a historic moment for NVIDIA, and the market may need time to adjust. Still, NVIDIA has spent decades building technologies, teams and partnerships that extend far beyond one executive. The appointment of an experienced interim CEO creates an important element of stability while the Board searches for a permanent successor. The global AI market is also continuing to develop, creating new opportunities for companies across the technology sector. I will follow the next earnings report, leadership decisions and progress in NVIDIA’s major projects before forming a stronger opinion. For now, I see this transition as a major test for NVIDIA, but also as an opportunity to demonstrate the strength of the company’s long-term foundation.

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