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Dan Ives says Nvidia could lose 25-30% of value if Jensen Huang is removed

NewsFeeds update

Yorkville Ives senior managing director Dan Ives said in an investor note that removing Jensen Huang as Nvidia CEO would cut the company's and stock's value by 25% to 30% and reshape AI GPU competition in the US, globally and especially China. He cited Wall Street estimates of a roughly 15% chance of removal, with a board probe possibly taking four to six weeks.

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The story so far: Nvidia board investigation into Huang

Nvidia's board opened an independent investigation into reports CEO Jensen Huang was targeted by a foreign intelligence operation; Huang apologised and pledged to cooperate, and Trump backed him staying. Nvidia is now said to be preparing to remove Huang amid talk of an executive shakeup.

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  1. Nvidia board opens independent investigation into reports Jensen Huang was targeted by foreign…

  2. Nvidia's Jensen Huang apologises over extramarital affair as board opens investigation

  3. Trump says Jensen Huang should stay on as Nvidia CEO

  4. Lu Xingzhi says Huang controversy used to advance three US chip goals against China

  5. Musk and Bill Ackman back Nvidia's Jensen Huang over personal error

  6. Musk agrees with Shaun Maguire that Nvidia's Jensen Huang is among the greatest entrepreneurs

  7. China's foreign ministry dismisses Nvidia espionage claims as groundless

  8. Nvidia board reviews Jensen Huang matter as Trump backs CEO

  9. Gary Gensler says Nvidia board faces tough choices after Jensen Huang affair report

  10. US government to brief Congress on Nvidia's Jensen Huang

  11. Nvidia says board opens independent investigation into claims linked to Jensen Huang

  12. Nvidia board lacks clear successor to Jensen Huang, The Information reports

  13. Dan Ives says Nvidia could lose 25-30% of value if Jensen Huang is removed

  14. Nvidia's Jensen Huang apologises to staff over recent turmoil, insiders say

  15. Nvidia board hires former prosecutor Joon H. Kim to investigate Jensen Huang matter

  16. Republican senator says Nvidia's Jensen Huang must resign over China spy allegations

  17. Lawyer says Trump backing will not decide Nvidia shareholder suit

  18. Nvidia said to be preparing to remove CEO Jensen Huang amid executive shakeup talk

More AI updates

  1. Nvidia said to be preparing to remove CEO Jensen Huang amid executive shakeup talk

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  2. Nvidia falls over 3% after hours on report of alleged extramarital relationship involving Jensen…

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  3. a16z says AI agents drive most web traffic and write over half of online articles

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Every AI update on NewsFeeds

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.