Duan Yongping on Jensen Huang's Departure: No Short-Term Impact on Nvidia's Business; the Next 3 to 5 Years Depend on Whether an Excellent CEO Can Be Found

Odaily: Duan Yongping, commenting on Xueqiu about Jensen Huang's departure and Nvidia's future development, said that this decision may be the board's final decision and will not affect Nvidia's business in the short term, but the company's performance in the coming years will depend on whether it can find an excellent CEO. Jensen Huang is a leader who works extremely hard and has vision for the prospects of AI, and such talent is very hard to find.

Duan Yongping believes that Nvidia's business model requires the support of an excellent management team; otherwise, in 3 to 5 years, the company may no longer be as outstanding as it is now. However, the AI industry is still in its early stages of development and is expected to have good room for growth over the next decade. He also said that if the reasons for Jensen Huang's resignation still exist, the possibility of his return is not high, but he does not rule out the company inviting him to serve as an advisor or in a similar role, continuing to exert influence akin to a "shadow CEO" without formally bearing signing responsibilities. The relevant situation may not reach a clear conclusion before the hearing, and the final outcome may still require some time.