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반도체·하드웨어 · 리포트

Nvidia 이사회는 젠슨 황을 둘러싼 논란 이후 임시 CEO 체제를 검토하고 있으며 잠재적 후임자 물색에도 착수했으나, 그를 교체할지에 대해서는 아직 결정을 내리지 않았다.

AI 가속기 시장 선두 공급업체의 리더십 불확실성은 AI 인프라 생태계 전반의 GPU 로드맵, 공급 계획, 반도체 섹터 밸류에이션에 영향을 줄 수 있다.
업계 전문지Slicast · 2026년 11월 12일 10:59 UTC · 글로벌 · 출처: Data Center Dynamics
중요도 92

Nvidia's board has hired an outside firm to evaluate potential replacements for CEO Jensen Huang. The company founder's future has been thrown into doubt following the revelation of two extramarital affairs: one with a direct report and another with an alleged Chinese spy.

Bloomberg reports that the company has begun looking at possible replacements for the gregarious CEO and is considering external executives. The board is also in talks to name a temporary chief while it searches for a permanent one. The Wall Street Journal reports that the board has already begun preparing to oust the founder, but no final decision has been made, and Huang could remain at the company.

Shares in Nvidia have fallen with each new scandal and dropped again overnight. Financial firms Baird and Bernstein Research have both downgraded their outlook for the stock, and Morgan Stanley has removed it from its Top Pick list.

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Nvidia 이사회는 젠슨 황을 둘러싼 논란 이후 임시 CEO 체제를 검토하고… · Slicast