Nvidia’s Next CEO Could Come From Inside – Or Arm: Here’s Who Traders Are Watching In The Succession Race

Résumé détaillé

Some directors reportedly favor CFO Colette Kress as interim CEO, while an outside firm searches for successors.

Nvidia Corp (NVDA) is facing its biggest leadership test since founding in 1993, with reports of boardroom discussions about CEO Jensen Huang's future putting the spotlight on a succession plan the $4 trillion chipmaker has never publicly laid out. Tesla and SpaceX CEO Elon Musk added an unexpected twist on Thursday, saying he would be honored to hire Jensen Huang even as speculation about potential replacements from longtime Nvidia executives to ARM CEO Rene Haas gains ground.

NVDA stock has fallen 7% so far this week, heading for its sixth straight weekly loss. Shares are also on track to snap a three-year streak of annual gains.

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"That would be an honor," Musk replied when an X user said, "Elon please hire Jensen." Just weeks earlier, SpaceX had committed to a $40 billion lease for Nvidia chips and related equipment.

Musk's comments come as Nvidia directors met on Wednesday to discuss Jensen Huang's future following reports of a second affair, this one with Kimberly Powell, Nvidia's healthcare chief, who reports directly to him. The board apparently briefed the White House before the meeting.

Days earlier, Huang had acknowledged infidelity after reports linked him to Alice Huang, an executive at Nvidia customer Megaspeed. U.S. officials reportedly suspected she had ties to Chinese intelligence, a claim Beijing denied. Nvidia's board has opened an independent inquiry into whether a foreign intelligence service had targeted its CEO. But directors said they had no reason to believe company secrets or U.S. national security had been compromised.

Some Nvidia directors reportedly favor CFO Colette Kress as interim CEO. Kress has led Nvidia's finances since 2013, and investors know her voice from quarterly earnings calls. The board is also apparently working with an outside firm to identify potential successors.

Replacing Huang would mean taking…

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