{"id":109267,"date":"2026-11-12T18:46:42","date_gmt":"2026-11-12T18:46:42","guid":{"rendered":"https:\/\/site.itshrt.com\/worldnews\/who-will-succeed-jensen-huang-as-nvidias-ceo-we-asked-wall-street-analysts\/"},"modified":"2026-11-12T18:46:42","modified_gmt":"2026-11-12T18:46:42","slug":"who-will-succeed-jensen-huang-as-nvidias-ceo-we-asked-wall-street-analysts","status":"publish","type":"post","link":"https:\/\/site.itshrt.com\/worldnews\/who-will-succeed-jensen-huang-as-nvidias-ceo-we-asked-wall-street-analysts\/","title":{"rendered":"Who will succeed Jensen Huang as Nvidia&#8217;s CEO? We asked Wall Street analysts."},"content":{"rendered":"<p> <script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6606220950177433\"\r\n     crossorigin=\"anonymous\"><\/script>\r\n<!-- ItShrt World News -->\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-6606220950177433\"\r\n     data-ad-slot=\"1882483372\"\r\n     data-ad-format=\"auto\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script>\r\n<br \/>\n<\/p>\n<div id=\"\">\n<p>Jensen Huang&#8217;s abrupt\u00a0<span class=\"link\"><a href=\"https:\/\/www.cbsnews.com\/news\/nvidia-ceo-jensen-huang-resigns\/\" target=\"_blank\" data-invalid-url-rewritten-http=\"\">resignation<\/a><\/span>\u00a0on Thursday as Nvidia&#8217;s CEO leaves the chipmaker searching for a successor who can replace an executive synonymous with the artificial intelligence boom and who is credited with transforming the company into a $4 trillion behemoth.<\/p>\n<p>The board&#8217;s\u00a0<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-ceo-transition\" target=\"_blank\" rel=\"noopener\">announcement<\/a>\u00a0of Huang&#8217;s departure said that Colette Kress, the company&#8217;s chief financial officer, will serve as interim CEO until it selects a permanent replacement. The board &#8220;will consider internal and external candidates,&#8221; the statement said.<\/p>\n<p>Jensen, 63, had led Nvidia since co-founding the business more than three decades ago, but stepped down following reports of his relationship with a woman <span class=\"link\"><a href=\"https:\/\/www.cbsnews.com\/news\/nvidia-jensen-huang-investigation-china-intelligence\/\" target=\"_blank\" data-invalid-url-rewritten-http=\"\">suspected to be a Chinese spy<\/a><\/span>. The CEO had more than 60 direct reports, giving him extraordinary control over the company&#8217;s decisions.\u00a0<\/p>\n<p>His resignation leaves a major leadership vacuum for a company that&#8217;s responsible for supplying nearly the entire market share of chips needed to power frontier artificial intelligence models.<\/p>\n<p>&#8220;The trouble is, I don&#8217;t know that you can find anyone within Nvidia that has the sort of purview that Jensen has,&#8221; Patrick Magee, a contributing writer for the Free Press and author of the book &#8220;Apple in China: The Capture of the World&#8217;s Greatest Company,&#8221; told CBS News on Thursday. &#8220;I mean, this was an organization set up for him to run the next 20 years, as he said in the summer.&#8221;<\/p>\n<p>Nvidia&#8217;s board is expected to take its time choosing Huang&#8217;s successor, who will lead the world&#8217;s second-most valuable company by market capitalization. Finding an executive with both the engineering and leadership skills to replace Huang could require an extensive search, experts said.<\/p>\n<p>&#8220;If they name somebody quickly, I think it&#8217;d be a mistake,&#8221; Cody Acree, a senior semiconductor research analyst at StoneX, a financial services company, told CBS News.<\/p>\n<p>While Wall Street analysts told CBS News that Kress is a solid choice for interim CEO, they don&#8217;t believe she&#8217;ll be selected as a permanent replacement for Huang. Even so, prediction markets are giving Kress a roughly one-in-five chance of succeeding Huang.<\/p>\n<p>&#8220;We expect a more comprehensive search that will include internal and external candidates and that Ms. Kress will only serve on an interim basis,&#8221; Gil Luria, managing director of the investment bank D.A. Davidson &amp; Co., said in an email.<\/p>\n<p>As the board deliberates, Wall Street analysts and traders on prediction-market platforms are throwing out names of possible successors. Here are some of the people who have surfaced so far.<\/p>\n<h2>Tim Cook, Apple executive chairman<\/h2>\n<p>Among the top external candidates to replace Huang is Tim Cook, Apple&#8217;s executive chairman. Cook served as Apple CEO for 15 years before <span class=\"link\"><a href=\"https:\/\/www.cbsnews.com\/news\/tim-cook-apple-ceo-to-step-down-john-ternus\/\" target=\"_blank\" data-invalid-url-rewritten-http=\"\">stepping down<\/a><\/span> in September of this year.<\/p>\n<p>&#8220;Tim Cook is the one that checks every box,&#8221; Yorkville Ives tech analyst Dan Ives told CBS News.<\/p>\n<p>President Trump endorsed Cook for the job in a Truth Social <a href=\"https:\/\/truthsocial.com\/@GNorberg\/posts\/117604246163858992\" target=\"_blank\" rel=\"noopener\">post<\/a> on Thursday, calling him a legend.<\/p>\n<p>&#8220;NOW THAT Nvidia CEO JENSEN HUANG, who has done a fantastic job, has resigned, there is only one man to take his place &#8211; TIM COOK of Apple,&#8221; Mr. Trump wrote.<\/p>\n<p>If selected, Cook, 66, would have to step down from Apple, a company he&#8217;s worked at for nearly 30 years, due to possible conflicts of interest.<\/p>\n<h2>Nikesh Arora, CEO of Palo Alto Networks<\/h2>\n<p>The CEO of the multinational cybersecurity company is another possible contender, Ives told CBS News in an email.\u00a0<\/p>\n<p>Arora&#8217;s career has spanned multiple decades and includes stints at Google, SoftBank Group Corp,\u00a0 a Japanese multinational investment holding company, and T-Mobile.\u00a0<\/p>\n<p>Arora recently commented on how hard it is to find compute in today&#8217;s world and the central role Nvidia plays in supplying chips.\u00a0<\/p>\n<p>&#8220;You can make any plans you want, but those plans are, you know, you talk to Jensen, he can&#8217;t give you chips till 2028,&#8221; he said last month on the &#8220;All-in&#8221; podcast hosted by venture capitalists, including <span class=\"link\"><a href=\"https:\/\/www.cbsnews.com\/news\/david-sacks-ai-developers-safety-regulation\/\" target=\"_blank\" data-invalid-url-rewritten-http=\"\">David Sacks<\/a><\/span>, a key adviser to President Trump on technology.<\/p>\n<h2>Ian Buck, Nvidia computing executive<\/h2>\n<p>Bret Kenwell, an investment analyst at eToro, told CBS News the board will likely want a technology leader to lead the company.<\/p>\n<p>That could lead them to consider Ian Buck, an Nvidia executive who currently serves as the vice president of the company&#8217;s data center unit, he said.<\/p>\n<p>Acree agreed, telling CBS News, &#8220;Ian makes the most sense internally.&#8221;<\/p>\n<p>Buck, who oversees Nvidia&#8217;s AI hardware and software products, joined the company in 2004, according to his company profile. He invented CUDA, Nvidia&#8217;s software platform that lets developers use its graphics chips for tasks such as training AI models, making him an integral part of the company&#8217;s technological advancement.<\/p>\n<p>&#8220;I imagine they&#8217;ll want to keep that innovative, product\/technology-type leader at the top,&#8221; Kenwell told CBS News in a text message.<\/p>\n<h2>Johny Srouji, Apple&#8217;s chief hardware officer<\/h2>\n<p>Tim Cook is not the only Apple employee seen as a contender for the role. Magee told CBS News on Wednesday that his bet is on Apple&#8217;s chief hardware officer, Johny Srouji.<\/p>\n<p>&#8220;I could see him wanting that role,&#8221; Magee said. &#8220;He&#8217;s someone that&#8217;s been floated. But you&#8217;re not going to be able to get someone with that caliber in, you know, a 72-hour period, maybe even a 12-hour period.&#8221;<\/p>\n<p>Semafor on Wednesday\u00a0<a href=\"https:\/\/www.semafor.com\/article\/11\/11\/2026\/nvidia-board-preparing-to-oust-ceo-huang-wsj\" target=\"_blank\" rel=\"noopener\">reported<\/a> that Srouji is among the replacements the board is considering, citing a person familiar with the matter.<\/p>\n<h2>Rene Haas, CEO of Arm<\/h2>\n<p>Rene Haas, the CEO of Arm, a British semiconductor manufacturing company, is another name floated by analysts.\u00a0<\/p>\n<p>Acree said Haas has a solid grasp of the chip industry, something the board will be seeking out as it considers candidates. He&#8217;s also a former Nvidia employee, working as the vice president and general manager of its computing products business before joining Arm in 2013.<\/p>\n<p>&#8220;It&#8217;s not a perfect fit by any means, but he definitely has the design expertise to run a technical organization like Nvidia,&#8221; he told CBS News.<\/p>\n<h2>What do the prediction markets say?<\/h2>\n<p>On Thursday morning, traders on prediction markets were casting their own bets on who Nvidia&#8217;s board may tap to lead the company.<\/p>\n<p>On Kalshi&#8217;s &#8220;Who will be the next CEO of Nvidia&#8221; market, Ian Buck was the top contender, with traders there predicting a 35% chance he&#8217;ll be selected as the next leader. Colette Kress has a 22% chance, and Rene Haas has a likelihood of 9%, according to predictions from Kalshi traders.<\/p>\n<p>Polymarket traders, by contrast, are betting that Tim Cook will succeed Huang. Nearly 50% of traders believe the former Apple CEO will take over as Nvidia&#8217;s permanent CEO, followed by 32% who think it will be Ian Buck, 24% who believe it could be Kress and 9.2% who think it will be Haas.<\/p>\n<section class=\"content__body--footer\">\n<p class=\"content__meta--editors\">\n      Edited by<\/p>\n<p>                                  <a href=\"https:\/\/www.cbsnews.com\/team\/aimee-picchi\/\" class=\"byline__author__link\" data-invalid-url-rewritten-http=\"\">Aimee  Picchi<\/a>\n                      <\/p>\n<p class=\"content__meta--contributors\">\n<p>                                  <a href=\"https:\/\/www.cbsnews.com\/team\/jo-ling-kent\/\" class=\"byline__author__link\" data-invalid-url-rewritten-http=\"\">Jo Ling  Kent<\/a><\/p>\n<p>        contributed to this report.\n    <\/p>\n<\/section>\n<p>  <!-- data-recirc-source=\"chartbeat\" --><\/p>\n<aside class=\"component list recirculation component--type-recirculation  component--type-recirculation-collection\">\n<div class=\"component__heading-wrapper recirc\">\n<h3 class=\"component__title\">AI: Artificial Intelligence<br \/>\n                          <a href=\"https:\/\/www.cbsnews.com\/feature\/ai-artificial-intelligence\/?intcid=CNI-00-10aaa3a\" class=\"component__view-more component__view-more--lg\" data-invalid-url-rewritten-http=\"\"><br \/>\n                More<br \/>\n                <svg viewbox=\"0 0 32 32\" class=\"icon__caret-right\" aria-hidden=\"true\">\n                  <use xlink:href=\"#icon-caret-down\"\/>\n                <\/svg><br \/>\n              <\/a><br \/>\n                      <\/h3>\n<\/p><\/div>\n<div class=\"component__item-recirc-block\">\n<p><h3 class=\"component__title\">Go deeper with The Free Press<\/h3>\n<\/p><\/div>\n<\/aside>\n<section class=\"content__body--footer\">\n      <!-- tags --><\/p>\n<section class=\"content__tags\">\n<p class=\"content__tags__label\">In:<\/p>\n<\/section>\n<\/section><\/div>\n<p><script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6606220950177433\"\r\n     crossorigin=\"anonymous\"><\/script>\r\n<!-- ItShrt World News -->\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-6606220950177433\"\r\n     data-ad-slot=\"1882483372\"\r\n     data-ad-format=\"auto\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script>\r\n<br \/>\n<br \/><a href=\"https:\/\/www.cbsnews.com\/news\/jensen-huang-next-nvidia-ceo-candidates\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jensen Huang&#8217;s abrupt\u00a0resignation\u00a0on Thursday as Nvidia&#8217;s CEO leaves the chipmaker searching for a successor who can replace an executive synonymous<\/p>\n","protected":false},"author":1,"featured_media":109268,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[8190,712,8930],"class_list":["post-109267","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-jensen-huang","tag-nvidia","tag-prediction-markets"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who will succeed Jensen Huang as Nvidia&#039;s CEO? 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