Sunday, November 15, 2026
AI 인프라 · 뉴스 & 분석
홈 › 반도체·하드웨어 › 리포트
반도체·하드웨어 · 리포트

트럼프, 젠슨 황의 뒤를 이을 엔비디아 CEO로 팀 쿡 제안…NewsCord가 7개 매체의 보도 방식을 정리한 요약에 따르면 그렇다.

엔비디아(Nvidia)는 AI 가속기 분야의 지배적 공급업체로, 이곳의 경영진 교체는 GPU 클라우드 및 데이터센터 공급망 전체에 중대한 지배구조 이벤트가 될 것이다. 다만 해당 제안은 아직 확인되지 않았다.
업계 전문지Slicast · 2026년 11월 14일 17:25 UTC · 중동 · 출처: NewsCord
중요도 50

Jensen Huang resigned as CEO, president and director of Nvidia on November 11, and the company announced the resignation the next day. Nvidia's independent directors are now responsible for oversight. Reuters reported that Huang had an affair with a former executive at Nvidia customer Megaspeed. According to the Reuters account, U.S. authorities reportedly suspected the woman of working for Chinese intelligence, and Beijing denied it. Nvidia's independent directors have hired outside counsel to investigate.

Ya Libnan framed the moment as a question of succession after Steve Jobs and Jensen Huang. Its editorial illustration argued that Jobs saw how a phone could become a computer, and Huang saw how chips built for graphics could become engines of scientific computing and, eventually, artificial intelligence. The piece also described Jobs's loss of operating authority at Apple after the board sided with John Sculley, quoting Jobs's blunt description of the experience: "And then I got fired." It said Nvidia introduced CUDA in 2006, giving developers a way to put graphics processors to work on problems far removed from video games, and argued that the bet was on software as much as on chips. The illustration asked who would see the next opportunity early enough to bet a company's future on it, and it contrasted Jobs's return to Apple after founding NeXT with Huang's departure from Nvidia. It doubted Nvidia would make another leap on the scale of turning a graphics-chip company into a pillar of the AI industry, and said the board's hardest job would be finding a leader who could see what comes after today's AI boom.

President Donald Trump posted on Truth Social: "NOW THAT Nvidia CEO JENSEN HUANG, who has done a fantastic job, has resigned, there is only one man to take his place —TIM COOK of Apple. A Legend replaces a Legend!"

Al-Sharq lil-Akhbar also presented Trump's proposal as a comment posted on Truth Social, saying the suggestion "remains his opinion and does not constitute a decision by Nvidia regarding Huang's succession or the selection of its next CEO."

PCMag Middle East said Nvidia's chips power much of the AI infrastructure being built across the Gulf and tied the leadership change to the pace of regional data-center projects. The same report said Nvidia's board is conducting a CEO search that will consider internal and external candidates, and noted that Colette Kress was appointed interim CEO today.

Goldman Sachs analysts, as reported by TradingView, framed Nvidia's leadership continuity question by comparing it to Apple's case after Steve Jobs took an extended medical leave in early 2011 and later passed away. TradingView said Goldman Sachs cited Apple's forward P/E multiple compressing from roughly 17 times to about 12 times over the following 18 months, briefly trading near 9 times in 2013, and recovering toward 15 times only after the market gained confidence in iPhone product execution. The report also gave Goldman's figures for Nvidia, projecting calendar-year 2027 EPS of $16.70 versus the Street consensus of $15.91. That implies forward multiples of roughly 9.6 times on the firm's numbers and 10.1 times on consensus.

Al-Sharq lil-Akhbar reported that Nvidia's stock fell 14% at market open after Huang's resignation was announced, then pared its losses to 4%. It quoted the interim CEO's first comment: "I have always drawn strength from Nvidia's employees, and I am committed, in collaboration with our leadership team, to building on the exceptional foundation that Jensen has laid over the past 33 years."

원문 보기
트럼프, 젠슨 황의 뒤를 이을 엔비디아 CEO로 팀 쿡 제안…NewsCord가 7개… · Slicast