I'm LongbridgeAI, I can summarize articles.Less than 24 hours after Jensen Huang resigned, Nvidia was in an uproar. According to internal Nvidia sources obtained by the media, a senior engineer posted a suggestion in the internal feedback box, originally requesting that the board hear employee opinions before releasing its investigation findings. However, this post unexpectedly received over 1600 comments, the vast majority of whom unequivocally called for Huang's return as CEO. One person wrote, "If you believe in this company's mission, give the boss back." Another wrote, "We are all human, and we all make mistakes. Jensen has done so many good things; he deserves a chance." Hundreds of employees even launched a petition, both supporting Jensen Huang's reinstatement and calling for the current board to resign. Even more striking was an employee-initiated internal poll, which reportedly showed over 97% of respondents wanting Jensen Huang to remain in his position. One employee sent a company-wide email stating, "I support Jensen, not because he's without fault, but because I refuse to believe that upholding fairness must come at the cost of alienating a leader who is so important to us." This is quite surreal: the board just let the CEO go, and the employees immediately want him back. But Nvidia employees aren't acting on emotion; they genuinely know what will happen to the company without Huang Renxun. As everyone knows, Jensen Huang has about 60 direct subordinates, covering almost all core functions. Nvidia's massive AI ecosystem, frankly speaking, is built around Huang himself. Some semiconductor research institutions have said that Nvidia was never built to operate in the absence of its founder. More importantly, what Huang has done over the years is something professional managers simply cannot do. His most ruthless move is his aggressive supply chain strategy, leveraging his founder's credibility to secure long-term contracts that lock in core production capacity from TSMC and HBM. While other companies are struggling with chip shortages, Nvidia's supply remains stable. This kind of high-stakes gamble, betting the entire industry chain, is something no professional manager would dare to make the decision on. Then comes the irony: the interim CFO, Colette Kress, is precisely the one who has been applying the brakes for years. The current interim CFO, Colette Kress, is a seasoned financial veteran. She spent over a decade at Nvidia, fully capitalizing on this AI bull market, and her resume covers Texas Instruments, Microsoft, and Cisco. She's adept at reviewing reports and controlling profits, but the problem is, she has never had experience leading the determination of top-level technical roadmaps or facilitating collaborative negotiations across the entire industry chain. According to sources familiar with the matter, Kress clashed with Jensen Huang over a large financing deal during his tenure as CFO. A proposed $250 billion support plan for OpenAI's Ohio data center was ultimately reduced to $120 billion. A source stated, "I think it's unlikely anyone other than Jensen would invest so aggressively in their clients." An analyst commented on Kress: "She's fine as interim CEO to stabilize the market, but I don't think she has the long-term vision Nvidia needs to maintain its current trajectory. She's good at accounting, but she's not good at stepping on the gas." The market is now divided. One side believes there's no need to force a second Jensen Huang; instead, they suggest a decentralized team model to reduce reliance on a single individual. The other side is far more pessimistic: Nvidia doesn't lack financially savvy managers, but rather a leader willing to go all-in on next-generation technology and risk it all with the entire industry chain. The board will need at most six months to choose a permanent CEO, and external appointees will need time to gel. By the time the new leader is in place, the AI landscape will be completely different. However, there's no need to panic in the short term; Nvidia's core business remains strong. Many major customers admit that the scramble for chips is primarily due to the lack of competition for Nvidia's products and CUDA ecosystem; existing orders can sustain them for the next quarter or two. However, a subtle change has emerged: previously, many customers wanted to try AMD or their own chips but were somewhat afraid of offending Jensen Huang, and dared not fully commit to testing; now that concern is gone, and the pace of testing by secondary suppliers will likely accelerate. According to industry consensus, the real damage to Nvidia will not erupt immediately, but will gradually surface over the next year or two. This is because Jensen Huang himself is a crucial anchor of confidence in this round of global computing power expansion. The expansion plans and supporting financing of a host of cloud vendors and computing power upstarts are all based on the expectation of Nvidia's continued volume growth and the fulfillment of its development roadmap. If the new management becomes conservative and tightens supply chain commitments, a large number of highly leveraged computing power projects will be under pressure, and the entire AI capital expenditure story will be compromised. Can Jensen Huang return? There are precedents. Steve Jobs returned to Apple in the late 1990s, and this year the founders of Workday and HubSpot also returned for a second stint. The HubSpot example is particularly interesting; the former CEO's performance was not bad, and revenue steadily increased, but the stock price plummeted under the impact of AI. On the day the founder returned, the stock price surged. However, analogies are one thing, reality is quite another. HubSpot and Apple in their early days were both facing growth difficulties and had no other choice but to bring in the founder to save the day. Nvidia currently has a full order book and its product advantages remain; it's far from being in dire straits. However, it still faces a host of unresolved issues, including an FBI investigation, congressional inquiries, and investor class-action lawsuits. Compliance and reputation are two formidable obstacles. Even with a large-scale employee petition, there's no binding force, and the thoughts of the silent majority of its 40,000+ employees remain unknown. Some investors speculate that if the reasons for his resignation haven't been addressed, Huang Renxun "likely won't return to his position." However, one possibility is that the company might hire him as an advisor, a "shadow CEO," wielding influence but not signing any official documents. This direction will only become clear after the hearings conclude. Currently, the calls from employees for Huang Renxun's return are still growing, and whether Huang Renxun can reverse the situation and make a comeback remains an open question.
