비즈니스·CEO·+52026년 12월 31일까지 새로운 NVIDIA CEO가 임명될까요?

• NVIDIA는 2026년 12월 31일까지 새로운 CEO를 임명할까요?43¢43%

Recent reports of extramarital affairs involving Jensen Huang, including one with an alleged Chinese intelligence operative, have triggered an independent board investigation and active searches for replacements at Nvidia. With no formal succession plan in place and Huang maintaining a flat structure of roughly 60 direct reports, candidates like CFO Colette Kress and AI hardware executive Ian Buck are viewed as short-term options, though external hires or interim leadership remain under discussion. The board's Wednesday meetings and engagement with outside firms signal momentum for change, yet the absence of a ready successor, upcoming earnings on November 17, and typical corporate timelines for formal appointments create uncertainty around completing a transition by year-end. Trader consensus reflects this near-term friction, assigning a 59% implied probability that no new CEO will be named by December 31, 2026.