Newshot 郭明錤 on the 黄仁勋 affair scandal: He seems unlikely to come out unscathed, and Nvidia may need to plan for a successor
IT Home, November 12: Hong Kong TF International Securities analyst 郭明錤 posted on X today about the recent affair scandal involving Nvidia CEO 黄仁勋.
郭明錤 believes that 黄仁勋 is crucial to Nvidia. He can turn technologies that the engineering team considers potentially feasible into products that the whole company is willing to commit resources to, take risks on, and must deliver. It is precisely this ability that gives the supply chain extremely high order visibility and supports aggressive specification upgrades. This has also driven competitors to follow suit, further advancing technological upgrades across the overall AI industry and supply chain investment.
At the same time, he said that compared with giving the supply chain clear order expectations, deciding to adopt more aggressive technical specifications and driving them to actually materialize is the more difficult task.
黄仁勋 may not be the person at Nvidia who best understands new technologies such as HVDC (IT Home note: high-voltage direct current transmission), CPO (co-packaged optics)/NPO (near-packaged optics), and CCL (copper-clad laminate)/PTFE (polytetrafluoroethylene). But his real value lies in simultaneously considering strategy, organization, technology, and the supply chain, and quickly making final decisions and committing resources to execute them.
In addition, the analyst believes that based on currently public information, 黄仁勋 seems unlikely to come out unscathed. Under this premise, a more pragmatic approach may be for Nvidia to phase down its dependence on 黄仁勋's personal decision-making while planning for a successor. In this process, whether Nvidia can continue efficient new product and technology R&D, and how competitors respond, will be the focus of overall AI technology development and investment trends.
- "Netizens call on 马斯克 to hire 黄仁勋, and 马斯克 responds, 'That would be my honor'"
- "黄仁勋 asked by U.S. lawmakers to resign, Nvidia faces pressure from congressional inquiries"
- "Sex scandal deals a heavy blow to the AI chip giant: 黄仁勋's second extramarital affair exposed, Nvidia shares plunge more than 9% after hours"
- "Nvidia's board has hired an outside firm to find new CEO candidates to succeed 黄仁勋, while also considering an interim CEO plan"
- "Report: 黄仁勋 has returned to work and meetings at Nvidia, trying to act as if 'everything is as usual'"
- "Nvidia's board hires former U.S. federal prosecutor to investigate matters related to CEO 黄仁勋"
- "Fortune shrinks by about $7.4 billion in 30 minutes: Nvidia's 黄仁勋 caught in extramarital affair storm, falls to tenth on global rich list"
- "After admitting to an extramarital affair, Nvidia CEO 黄仁勋 withdraws from ElevenLabs summit and multiple public events"
- "Nvidia's 黄仁勋 hit with shareholder class action; affair scandal wipes more than a trillion yuan off company market value"
- "马斯克 responds to 黄仁勋 affair storm, agrees he is indispensable to the U.S. AI industry"
- "Nvidia's 黄仁勋 admits to affair: 'I was unfaithful to my wife and hurt my family. There is no excuse'"
Related articles
- Netizens call on 马斯克 to hire 黄仁勋, and 马斯克 responds, "That would be my honor"
- 黄仁勋 asked by U.S. lawmakers to resign, Nvidia faces pressure from congressional inquiries
- Polymarket predicts 黄仁勋's daughter 黄敏珊 is a leading candidate to succeed him as Nvidia CEO
- Sex scandal deals a heavy blow to the AI chip giant: 黄仁勋's second extramarital affair exposed, Nvidia shares plunge more than 9% after hours
- Nvidia's board has hired an outside firm to find new CEO candidates to succeed 黄仁勋, while also considering an interim CEO plan
- More than one extramarital affair? Report says Nvidia is preparing to remove CEO 黄仁勋, company shares fall sharply after hours