EconomyNvidia faces major leadership risk if Jensen Huang is forced out, analyst says

Jay Goldberg, a senior semiconductor analyst at Seaport Research Partners, says Nvidia could struggle to replace CEO Jensen Huang if controversy over an alleged spying operation forces him to leave. Huang is central to the company’s decisions and has no obvious successor, Goldberg says; uncertainty over his future could overshadow Nvidia’s upcoming earnings despite strong AI demand.

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