Nvidia's succession dilemma just got real. Here's who could take over if Jensen Huang steps down.

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Nvidia's succession dilemma just got real. Here's who could take over if Jensen Huang steps down.

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Nvidia CEO Jensen Huang

Nvidia originator and CEO Jensen Huang. ANTHONY WALLACE / AFP via Getty Images

It's difficult to ideate Nvidia without Jensen Huang — and the CEO has often discussed his aim to activity for as lengthy as possible.

Now, the inquiry of succession has arrive into keen concentration this week as Huang admitted to having an affair, and Nvidia's commission announced it's investigating whether Huang was the mark of a "foreign intellect effort."

If Huang steps downward from his role, analysts and erstwhile workforce floated multiple possible successors, including vice chairman Ian Buck and chief financial authoritative Colette Kress. Huang's two children, Madison and Spencer, additionally activity at Nvidia, raising questions concerning whether guidance could remain in the family.

Nvidia told Business Insider in a declaration on Sunday that "Jensen is committed to continuing to guide Nvidia as CEO without interruption."

Huang would be difficult to replace, stated Brad Gastwirth, the earth caput of investigation at Circular Technology. While Huang doesn't have controlling voting power, he owns concerning 3.6% of Nvidia and would apt "have significant input into succession unless the inquiry uncovers grave wrongdoing," Gastwirth said.

"Jensen's blend of specialized expertise, strategic vision, and industry relationships is nearly unattainable to replicate," he said.

Inside Nvidia's succession dilemma

Nvidia has not publically designated a figure two, and Huang is known for keeping an unusually flat guidance construction alongside approximately 60 straightforward reports.

"That plant beautifully during he's in the seat, but it method nobody has been groomed, tested, or publically positioned as the heir," stated Daniel Newman, CEO of The Futurum Group.

One erstwhile employee stated Madison Huang, who plant as elder director of merchandise promotion for bodily AI, has been asserting greater authority throughout Nvidia's businesses, which they accept could be an attempt to stance herself for a larger guidance role.

Madison Huang arrives for a meal event in Taipei in May 2026.

Madison Huang, Jensen Huang's female and Nvidia's elder director of merchandise promotion for bodily AI.  Bloomberg/Getty Images

Gil Luria, an expert at DA Davidson, stated Kress is the company's lone another extremely apparent administrator and could obtain complete as interim CEO if Huang stepped aside.

Kress has worked at Nvidia for 13 years, and previous to that, she held backing roles at Cisco and Microsoft.

Colette Kress Nvidia CFO

Colette Kress, chief financial authoritative of Nvidia.  Nvidia

Since Kress lacks the engineering backdrop that has been chief to Huang's leadership, another imaginable long-term replacement is Ian Buck, a longtime administrator who helped create CUDA, the part application that has rotate into chief to Nvidia's control in AI.

Buck heads Nvidia's data center and computing businesses, and he has worked at Nvidia for 22 years.

"He's already operating the collection that is generating practically all the revenues," the erstwhile employee said, referring to Nvidia's data center business.

Ian Buck Nvidia.

Ian Buck, vice chairman of accelerated computing at Nvidia.  David Paul Morris/Bloomberg via Getty Images

A second erstwhile employee cited the importance of Nvidia's distinctive civilization in promoting a current administrator as a successor.

"Ideally it have to be person from the business who's lived the values and the culture," they said.

Could Nvidia appearance to an outsider?

Some observers have floated executives from another important innovation companies as possible successors, including Google Cloud CEO Thomas Kurian and Amazon Web Services CEO Matt Garman.

Both oversee enormous haze computing businesses that allocate heavily in AI infrastructure and activity closely alongside Nvidia, giving them firsthand cognition of the customers and technologies driving its growth.

While Huang's departure appears improbable for now, Gastwirth stated losing him under the current circumstances could earnestly hurt Nvidia.

"I think it would be among the worst things that could happen to Nvidia," he said. "The business would continue operating, but I would inquiry whether it could keep the identical gait of innovation and execution."

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Geoff Weiss is a elder newsman on Business Insider’s tech team, anywhere he covers Nvidia and AI infrastructure. His reporting focuses on the endeavor of AI compute, emerging startups, and the group and strategies shaping the industry.Previously, Geoff was on the media desk, covering YouTube and Netflix, and themes akin the intersection of Hollywood and the creator economy. His activity on Netflix’s video podcasting ambitions and Mr Beast’s lessons for Hollywood won second and archetypal prize, respectively, at the 2025 LA Press Club Awards.Prior to joining Business Insider, Geoff was the elder publishing company of Tubefilter and a personnel author at Entrepreneur. He graduated from New York University alongside a flat in English Literature.He can be reached at [email protected], on Signal @geoffweiss.25, and on LinkedIn. Have a tip? Use a individual email location and a nonwork device; here's our guide to sharing data securely.

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