Jensen Huang accounts for about 30% of the total market capitalization of NVIDIA (NVDA.US), according to Business Insider, quoting well-known technology bull and Yorkville Ives Managing Director Dan Ives. If Huang were to leave, NVIDIA shares could collapse 25-30%, implying a share price decline to around USD122.

In a research report, Ives wrote that the firm believed if Huang were removed from the chief executive role, NVIDIA would alter its future development trajectory, while the competitive landscape of the AI GPU sector in the US and globally would be completely reshaped. The company's valuation and share price would suffer substantial damage, with a slump of 25-30%.

Ives highlighted key-man risk at the company, saying a considerable portion of NVIDIA's value is tied to Huang's personal influence and image. The company has not publicly disclosed any succession plan.

He said Huang is the core DNA of NVIDIA, and the company's achievements and vision in AI are highly dependent on him continuing as CEO. Huang is irreplaceable, and no one is capable of seamlessly succeeding him as CEO within the current management bench.
~

AASTOCKS Financial News
Website: www.aastocks.com

SG Top Picks
Stock & Type	Code	Strike(Call Level)	Last	Effective Gearing
Nvidia (P)	11090	168 (-)	0.242	5.7 X