Nvidia faces more risks in deal pace than Jensen Huang exit: Bloomberg Intelligence
There may be more governance and succession overhang than earnings risk, says analyst
Analyst Kunjan Sobhani from Bloomberg Intelligence suggests that NVIDIA faces a greater risk in terms of slower new agreements and stricter China scrutiny than the uncertainty surrounding CEO Jensen Huang's leadership. Reports have surfaced regarding multiple extramarital affairs involving Huang, including one with a woman suspected of espionage for China.
This has reignited old tensions ahead of Xi Jinping's upcoming summit with US President Donald Trump. Despite these extramarital allegations, Sobhani maintains that Huang's departure will not impact the company's earnings estimates for fiscal years 2027 and 2028. The ongoing supply, customer, and product commitments ensure NVIDIA's growth framework remains on track at 70%.
Written by urgent.news from The Business Times - Companies & Markets's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
This story
This is one outlet's version. Read the fullest account.
- Who could replace Jensen Huang? Nvidia looks for CEO candidates businesstimes.com.sg
- Who is Kimberly Powell, alleged second mistress of Jensen Huang? e.vnexpress.net
- Nvidia worth 25% less without Jensen Huang as CEO, Yorkville Ives says investing.com
- Nvidia stock tanks after report of second Huang affair thehill.com
