Duan Yongping: Huang’s Departure Would Not Affect Nvidia Short Term; He Could Serve as Shadow CEO

According to ChainCatcher, investor Duan Yongping said Huang Renxun’s departure could be Nvidia’s board’s final decision and would not affect the company’s business in the short term. He said Nvidia’s ability to sustain its competitive advantage over the coming years will depend on finding a suitable successor to Huang, whose work ethic and foresight in AI would be difficult to match. Duan said Nvidia’s business model relies heavily on a strong management team, and its competitiveness over the next three to five years could suffer if the company cannot maintain management capabilities and execution. He expects the AI industry, still in its early stages, to continue growing well over the next decade. Duan said Huang would be unlikely to return as CEO if the reason for his departure remained. Nvidia could consider inviting him to serve as an adviser and retain influence in a “shadow CEO” role without formal responsibilities such as signing documents. No clear conclusion may emerge before the hearing ends, and the final outcome could take time.