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Silicon Valley Is Still Defending Jensen Huang
硅谷仍在为黄仁勋辩护
Nvidia employees and tech insiders are still defending Jensen Huang after his sudden resignation, leaving Nvidia's board to decide whether to restore him or build leadership beyond his iconic persona.
Judgment
Nvidia's board owns the succession call: restore Huang before next week's earnings, or install a professional CEO and accept what one AI founder calls a substantially higher systemic risk to the AI trade.
Basis
Two current and three former Nvidia employees told WIRED that staff trusted the board to investigate and expected Huang to stay; one described going "from superhero cape to 'Oops, I forgot my pants'" in three days. Venture capitalists Antonio Gracias and Sarah Guo argued publicly that a founder of 33 years had "earned the presumption that he should keep leading it," and multiple executives called Huang "irreplaceable." The board says it does not believe secrets were compromised but has hired Wachtell Lipton to investigate, and Trump said the FBI "is looking into it." The mechanism is succession risk: with roughly 60,000 employees and turnover reportedly among the lowest in tech, Nvidia's position rests on a founder who bankrolled AI startups and bought Hugging Face — one AI CEO says a "new professional CEO won't do any of that." A venture capitalist put the odds of Huang losing the job at "less than 10 percent" on Monday; shares sit at a more-than-one-year low and earnings arrive next week.
Unclear The source never names an interim chief executive, nor says whether the board will disclose Wachtell Lipton's findings before next week's earnings.
Next Check next week's Nvidia quarterly earnings call for whether the board names an interim or permanent CEO, or leaves Huang's status unaddressed.