Ming-Chi Kuo on the Jensen Huang cheating scandal: It will likely be difficult for him to come out unscathed. It's time to prepare a successor.

According to news from Kuai Technology on November 12th, NVIDIA CEO Jensen Huang has recently been embroiled in an extramarital affair scandal. His personal situation and the potential impact on NVIDIA have attracted widespread attention.

Today, well-known tech analyst Ming-Chi Kuo published an article analyzing Jensen Huang's core value to NVIDIA, as well as the management challenges the company may face in the future.

Kuo Ming-chi stated that Jensen Huang is crucial to NVIDIA because he can transform technical directions that engineers consider feasible into products that the entire company is willing to invest resources in, take risks for, and ultimately deliver.

It is this capability that enables NVIDIA's supply chain to achieve higher order visibility and be willing to cooperate with its aggressive product specification upgrades.

At the same time, competitors have also had to follow suit, thereby driving technological upgrades and supply chain investments across the entire AI industry.

Ming-Chi Kuo believes that it is more difficult to decide to adopt more aggressive technical specifications and push for their actual implementation than to provide the supply chain with clear order expectations.

He further pointed out that Jensen Huang is not necessarily the person at NVIDIA who knows the most about new technologies such as HVDC (high-voltage direct current power supply), CPO/NPO (co-packaged optics/near-packaged optics), or CCL/PTFE (copper-clad laminates and polytetrafluoroethylene materials).

Jensen Huang's true value lies in his ability to simultaneously weigh multiple factors—strategy, organization, technology, and the supply chain—and to make swift decisions, allocating resources to drive execution.

However, regarding this extramarital affair scandal, Ming-Chi Kuo believes that, based on the currently available information, it will likely be difficult for Jensen Huang to emerge unscathed from this ordeal.

He pointed out that if this is indeed the case, a more pragmatic approach for NVIDIA might be to gradually reduce its reliance on Jensen Huang's personal decision-making while proactively developing a succession plan.

Regarding the potential impact of this incident on the AI industry, Kuo Ming-chi believes that there are two aspects worth focusing on going forward.

The first is whether NVIDIA can continue to efficiently advance the development of new products and technologies as it has in the past. The second is how competitors will respond to potential changes at NVIDIA.

Kuo Ming-chi stated that supply chain research will become an important basis for assessing the aforementioned changes.

By observing NVIDIA's new product development, technology upgrades, and supply chain dynamics, we can further assess whether the company can maintain its previous innovation capabilities and execution efficiency.

For NVIDIA, Jensen Huang has long played a key role in technology roadmaps, product strategies, and supply chain decisions.

Whether this incident will affect the company's management and decision-making system, and whether NVIDIA can gradually reduce its reliance on individuals, remains to be seen.

Source: MyDrivers (Fast Technology). Content is presented with source attribution. Read the original report.