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91videoeth(阿酒)
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我感觉，正式人选更可能偏向有工程/产品深度+能驾驭复杂生态与地缘政治的领导者，而非纯财务背景
黄仁勋本人是技术愿景、客户关系、生态投资与政策游说的核心节点，接班人很难完全复制这种个人品牌+战略指挥角色
后续执行与路线图连续性，Blackwell及后续平台、软件生态（CUDA等）在未来几年相对清晰，真正风险在执行节奏、客户关系维护与生态系投资，比如黄仁勋个人深度参与了向云厂商、实验室等的资源投放
$NVDA #英伟达宣布黄仁勋辞去CEO职务
91videoeth(阿酒)
The company emphasized that operations, customer commitments, and the product roadmap will not be interrupted, and the Q3 fiscal 2027 earnings report and conference call will be released as scheduled on November 17.
So I thought about where NVIDIA is headed next?
In the short term, Colette Kress will serve as interim manager, providing continuity in financial and investor communications.
She joined in 2013, witnessing and participating in the huge transformation from gaming GPUs to AI data centers, and is a familiar voice on Wall Street.
The focus is on stabilizing customers, partners, developers, and shareholders, advancing leadership in accelerated computing and AI.
In the medium to long term, the board is simultaneously considering internal and external candidates. Potential candidates widely discussed in the market include:
Internally, Ian Buck, who is the core driver of CUDA and head of hyperscale/high-performance computing, with a strong technical background, regarded as a strong long-term internal candidate; Chris Malachowsky, one of the co-founders; and other senior executives.
Externally, Arm CEO Rene Haas, a former NVIDIA executive with good industry experience and public image; other semiconductor/technology executives have also been mentioned, such as AMD's Lisa Su.
$NVDA #英伟达宣布黄仁勋辞去CEO职务
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