The Fall of NVIDIA CEO Jensen Huang

KazeoHin said:
My question is how can anyone indicate that getting cosmic megatons of international pussy somehow makes someone less likely to run a company well?

Like, what if forcing Jensen to burry it in the old bag and he didn't have that sweet CCP plumbing to keep him motivated, would Nvidia have been as successful?

What would the shareholders rather have?

Bone-dry Jensen playing by the rules and a "fairly decent" Nvidia

or

Jensen who fucks and also ignores ethics and makes Nvidia a gajillion dollar money printer?



Mind you, I would love to see Nvidia burn in a fire, but like, capitalism demands that every company make literally as much money as conceivably possible. Sometimes a guy needs some nice Asian stress relief in order to make the profitable decisions.
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Impulse control is probably the single greatest piece of security training people receive, given the way Jensen has a tendency to play it FAR too risky with his little toy company I would - I will edit here. -

Agent_N said:
Jensen is out, Collette Kress steps into his place.
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There we have it.
 
A company that is up 470% in the past 5 years being down 10-15% right now is not the end of the world. That said, losing the visionary is not going to help the company long term. In the short term it will still be delivering on what is currently in the pipeline but long term they could take a beating.
 
Dumb move... still up over 1000% on my shares, but now I got to decide if I dump it all or hold. I'll probably wait until at least earnings on Nov 17th. I suspect it will climb again for a bit, but very long term, I am not confident in the plan without his leadership.
 
III_Slyflyer_III said:
Dumb move... still up over 1000% on my shares, but now I got to decide if I dump it all or hold. I'll probably wait until at least earnings on Nov 17th. I suspect it will climb again for a bit, but very long term, I am not confident in the plan without his leadership.
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I would be more concerned the CFO who is now CEO... is going to use Jensens exit to correct a bunch of the financial issues. Like counting as sold hardware you haven't made yet, and the obvious huge circular finance deals. It is too bad you didn't have US politician insider knowledge last month.
 
III_Slyflyer_III said:
Dumb move... still up over 1000% on my shares, but now I got to decide if I dump it all or hold. I'll probably wait until at least earnings on Nov 17th. I suspect it will climb again for a bit, but very long term, I am not confident in the plan without his leadership.
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You may want to consider adding some AMD shares as they may have companies turn to them since Jensen was the visionary at Nvidia and they may not be thrilled with whoever they appoint his successor. OpenAI is already talking about looking elswhere for custom hardware suited to their needs for specific workloads.
 
bigdogchris said:
You can't have the entire PC/Compute/AI industry in the hands of 1 company/person. Everything bad going on in the industry right now (and in a large part the past decade or more) points back to Nvidia being the primary provider of chips and financier of circular spending. We need Nvidia to collapse so that others rise up to fill the void and compete. I don't want Nvidia to go out of business but we desperately need competition. Even when Nvidia's primary business was gaming they were not great for the industry let alone everything they have become now.
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Competition is earned, it's not assigned. Nvidia has plenty of competition, they're just better. AMD, Intel, Huawei, Amazon, Google, Tesla, Broadcom, all of these companies are making AI chips and AI targeted compute solutions. It's not Nvidia's fault they're making the best product, and nuking Nvidia is not suddenly going to allow others to compete. Nvidia is the primary driving force making compute technology better.
 
HockeyJon said:
Competition is earned, it's not assigned. Nvidia has plenty of competition, they're just better. AMD, Intel, Huawei, Amazon, Google, Tesla, Broadcom, all of these companies are making AI chips and AI targeted compute solutions. It's not Nvidia's fault they're making the best product, and nuking Nvidia is not suddenly going to allow others to compete. Nvidia is the primary driving force making compute technology better.
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Are they though? They got into the race first no doubt on that. CUDA got them a lock in. I would say the last 3 or 4 years their compute increase has been no better then the competitions. The software lock in has been a big deal. Really though all the big massive data center sales so far are mostly paper. Very few of the large orders have even shipped. NV cards have serious technical flaws, that on the gaming side show up "driver overhead" issues in windows. In Linux the problem is pin pointed down to their archaic out of date descriptor heap load mechanisms. Its a problem Intel solved with their last gen of cards, and AMD solved with Vega.

Anyway Jensen may have been a driving force behind technical advances at NV a decade ago. The last few years he has been little more then a shell game runner at the top shuffling massive paper sales, and hardware dumps to customers trying to madly fill orders before the companies placing them cancel. It will be interesting seeing what the new leadership at NV does... are they going to try and keep the shell game going or start pointing fingers and Jensen.
 
Ididar said:
A company that is up 470% in the past 5 years being down 10-15% right now is not the end of the world. That said, losing the visionary is not going to help the company long term. In the short term it will still be delivering on what is currently in the pipeline but long term they could take a beating.
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No one understands all facets of running the AI business as well as Jensen does. The best analogy I can think of to the current situation here is Apple. Jobs gets punted, moves on to create NeXT, Apple spends some time under Sculley. Profit margins start to decline, Apple punts Sculley, brings back Jobs, and the rest is history. Not saying that happens here, but it reminds me a lot of that situation. Apple was healthy under Jobs and had all of the right ingredients to continue to succeed in his absence, but he brought something to the table for the company that wasn't accounted for.

Nvidia's biggest risk is that Elon hires Jensen, who now has a super well-funded innovator backing him that's already active in the AI space in several areas. I can see Musk eventually dominating the entire space with that combination. Jensen is an electrical engineer who UNDERSTANDS the business he runs. So much of corporate America is run but "business" people, who understand spreadsheets and Gantt charts, but don't actually have the kind of understanding of the product to make it great. If Nvidia can't get a real replacement for Jensen and puts a "business" person at the helm, that will be a serious problem for them, especially because AMD is now engineer-lead, and they may have to compete with Jensen being a component of Elon's empire.
 
ChadD said:
Are they though? They got into the race first no doubt on that. CUDA got them a lock in. I would say the last 3 or 4 years their compute increase has been no better then the competitions. The software lock in has been a big deal. Really though all the big massive data center sales so far are mostly paper. Very few of the large orders have even shipped. NV cards have serious technical flaws, that on the gaming side show up "driver overhead" issues in windows. In Linux the problem is pin pointed down to their archaic out of date descriptor heap load mechanisms. Its a problem Intel solved with their last gen of cards, and AMD solved with Vega.

Anyway Jensen may have been a driving force behind technical advances at NV a decade ago. The last few years he has been little more then a shell game runner at the top shuffling massive paper sales, and hardware dumps to customers trying to madly fill orders before the companies placing them cancel. It will be interesting seeing what the new leadership at NV does... are they going to try and keep the shell game going or start pointing fingers and Jensen.
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Yes, they are, which is why they're dominating the AI space. My best advice in investing is listen to what the customers are saying. They're all telling you it's Nvidia, and then everyone else. Nvidia's largest customers are companies that are building solutions in an attempt to compete with Nvidia. There's a reason for that.

AI and datacenter people don't care about "driver overhead" for gaming, nor do most gamers, which is why Nvidia has a 95% market share in gaming as well. AI and datacenter is almost the entire business now.
 
III_Slyflyer_III said:
Dumb move... still up over 1000% on my shares, but now I got to decide if I dump it all or hold. I'll probably wait until at least earnings on Nov 17th. I suspect it will climb again for a bit, but very long term, I am not confident in the plan without his leadership.
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They still got products in the pipeline from Jensen's 'oversight' - once those are released and new products Jensen never knew about start coming out, that's the real test I'd think - till then they can kinda coast
 
Happy Hopping said:
wait a min. Isn't that a conflict of interest? Tim Cook owns a lot of apple stocks. Apple and nvidia are competitor
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Companies hire CEOs from competitors all the time, because they know the business/industry

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He can keep his Apple stocks, or the board could ask him to divest, put it in a blind trust, etc - all variations of have occurred in the past again with CEOs (current or former) from one company coming on to be the CEO of a competitor
 
III_Slyflyer_III said:
Dumb move... still up over 1000% on my shares, but now I got to decide if I dump it all or hold. I'll probably wait until at least earnings on Nov 17th. I suspect it will climb again for a bit, but very long term, I am not confident in the plan without his leadership.
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must be nice

i never got in

what. a time to be alive
 
kram182 said:
They still got products in the pipeline from Jensen's 'oversight' - once those are released and new products Jensen never knew about start coming out, that's the real test I'd think - till then they can kinda coast
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Financially for now, yes, but continual innovation and vision is required in this market segment. They didn't get to where they are by coasting -- they had pipelined implementations year after year that nobody could keep up with. In 2 years time if they don't continue, AMD may become the new leader.
 
w1retap said:
In 2 years time if they don't continue
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But not today, that's my point (and 'in the pipeline' currently covers more than 2 years I'd assume) - besides 'changeovers' don't happen overnight, or at all sometimes. Look how AMD still lags in adoption with CPUs on laptops and servers still compared to Intel, with AMD having 'better CPUs' for years and years now - legacy can carry and sustain for a long way and time.

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kram182 said:
But not today, that's my point (and 'in the pipeline' currently covers more than 2 years I'd assume) - besides 'changeovers' don't happen overnight, or at all sometimes. Look how AMD still lags in adoption with CPUs on laptops and servers still compared to Intel, with AMD having 'better CPUs' for years and years now - legacy can carry and sustain for a long way and time.

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To disrupt the pipeline and lose marketshare, all it takes is one poor decision from senior leadership or the board to take a minor different direction. Right now those discussions are taking place at Nvidia. "Now that this guy that was at the helm for several decades is out, we can implement x y z like we wanted.". You can't have Jensen 2.0.. new leaders want their own brand and style to define themselves.
 
Marees said:
next quarter AMD is beating Intel in revenue
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And what about marketshare?

Edit: And let's assume your comment is correct, how long did that take them? So again, AMD suddenly 'being on top' in two years? Not technically impossible, but also not as easy or as sure of a thing as some are selling it.
 
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spaceman said:
Not anymoooooore. They are ousting him now.
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He (and possibly NVDA) is F'd! The supposed "detailed investigation" done by Nvidia was crap. The info has been out for over 6 months, watch CoffeeZilla's video on it. Bain Bridge Data actually kicked out MegaSpeed (the company CEO'd by Miss Honeypot) from their data centers because internal research found out the servers in the DC were fakes, and the real ones "missing/cross-shipped/etc.) It all goes back to AliBaba (eg the CCP) and I would not be surprised to see national security implications for some people. This also ignores the fact that he has no prenup with his wife of 41 years, so he is screwed there too!
 
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kram182 said:
And it's been a decade of Zen and AMD still hasn't overtaken Intel in marketshare.
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Ok cool, you're not reading what I wrote and just claiming I'm saying AMD is going to take the place of Nvidia for total marketshare, and for some reason talking about Intel.
 
w1retap said:
To disrupt the pipeline and lose marketshare, all it takes is one poor decision from senior leadership or the board to take a minor different direction. Right now those discussions are taking place at Nvidia. "Now that this guy that was at the helm for several decades is out, we can implement x y z like we wanted.". You can't have Jensen 2.0.. new leaders want their own brand and style to define themselves.
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NV plans out much further than two years. I expect them to be fine under new leadership. Besides, Jensen won't be on the payroll but he's only a phone call away. Rumors are he's going to be consulting.
 
I have a baaaaaaad feeling that the gaming division will be sidelined going forward. I really hope not, but I can't help thinking about it since Jensen was the guy from the very beginning of the gaming GPU company called Nvidia - now that AI is all the craze and profit, I keep thinking that the next line of CEOs and their company direction may altogether abandon gaming.
 
DooKey said:
NV plans out much further than two years. I expect them to be fine under new leadership. Besides, Jensen won't be on the payroll but he's only a phone call away. Rumors are he's going to be consulting.
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Na they won't take his calls. They would have to admit doing so in depositions down the road when the share holder law suits start. No he is gone gone. If not Nvidia is playing with very expensive fire.
 
arestavo said:
I have a baaaaaaad feeling that the gaming division will be sidelined going forward. I really hope not, but I can't help thinking about it since Jensen was the guy from the very beginning of the gaming GPU company called Nvidia - now that AI is all the craze and profit, I keep thinking that the next line of CEOs and their company direction may altogether abandon gaming.
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So they are going to continue running Nvidia the same way Jensen was? Sounds right.
I would assume though when they do get the 6000 series out, which was always going to be pushed back under Jensen as well. They may do a AMD. 6070 6060, that is the lineup. Jensen kept doing 90 class cards cause he had a personal ego. He wanted no doubt that the flagship class was NV #1. I doubt his replacements care.
 
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