12 November 2026
If you are covering the news Jensen Huang has resigned as chief executive, president and member of the board of Nvidia, please find below a comment from Ben Barringer, head of technology research at Quilter Cheviot:
“Jensen Huang clearly saw the writing was on the wall and has made the decision to resign as chief executive of Nvidia. This is an important moment in broader financial markets due to the clout that Huang carried, and the fact he had developed Nvidia into the most valuable and influential company in the world.
“It remains to be seen if Huang will eventually stick around in some sort of ceremonial or non-executive capacity. It would be difficult to see him not retaining some sort of influence over Nvidia, but we do not yet know the full details of the allegations or the outcome of the investigation, and much of what happens next still depends on that. For now, CFO Colette Kress has taken the role on an interim position. While there is no natural successor in place, she is the most obvious internal candidate and will now likely use this time to prove she deserves it full time. She certainly knows the company inside out and has helped develop what is a hugely successful strategy.
"This doesn’t necessarily harm Nvidia in the short-term. Orders remain strong and the company has a robust earnings outlook. What this news threatens to do is harm the wider AI ecosystem in the longer-term. Huang is hugely influential in the debates around AI regulation and has developed Nvidia into the leader in AI investment and financing. With his voice now removed from the table, and the potential for Nvidia to pivot on its strategy over time, the company may not carry the sway it once did.
"This news ultimately pours petrol onto what is already a volatile picture for tech companies following the midterm elections. Nvidia and its neocloud partners are likely to bear the initial brunt of this news, while competitors like AMD and Broadcom benefit. That said, this news has the potential to be game changing over the long-term with a key figure out of the picture.”
