Without Jensen Huang, is it game over for GeForce?

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THE AFTERMATH: Jensen Huang's resignation this morning ends Nvidia's 33-year founder era, but it doesn't end the story. There's a search for a successor with no obvious candidate, an espionage case now touching four governments, a congressional hearing, and a growing roster of people offering their own picks for who should run the world's most important AI chipmaker.

Nvidia moved quickly to project continuity. In an internal memo, longtime director Harvey Jones told employees he would serve as the company's first-ever board chair. Jones, a former Synopsys CEO, has sat on Nvidia's board since its founding in 1993. The fact that Nvidia never had a separate chair until today says a lot about how much authority sat with one person.

CFO Colette Kress, at Nvidia since 2013, will run the company on...

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