How Hard Would It Be to Replace Jensen Huang at Nvidia? -- WSJ

By Amrith Ramkumar

Jensen Huang has spent decades honing a singular ability to cultivate relationships with politicians around the globe, growing Nvidia into one of the world's most valuable companies and the engine of the artificial-intelligence boom.

Now, his stature as the company's key man has become a major risk for Nvidia. Here's what experts say about what might come next:

-- "If it's true they really don't have much of a succession plan, then that's a problem," said David Larcker, a professor of corporate governance and accounting at Stanford University.

-- "Jensen Huang is irreplaceable. He's become a singular force in the geopolitics of AI," said Jim Secreto, a public-affairs consultant and former deputy chief of staff in the Commerce Department during the Biden administration.

-- "In many ways Jensen is Nvidia's Steve Jobs. That does not mean they cannot find a Tim Cook in the future, but it would be a massive changing of the guard, and the company has not been set up for that," said Daniel Newman, CEO of tech research and advisory firm Futurum Group.

Read more here on Nvidia's succession planning.

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(END) Dow Jones Newswires

November 09, 2026 13:19 ET (18:19 GMT)