A Jonestrading analyst commented on the Jensen Huang case, saying that if the allegations are substantiated in an independent investigation, it's natural to expect the board to remove him. This is standard corporate governance today. An SLC Management analyst stated that how Nvidia handles next week's earnings call will be closely watched. It's hard to imagine Huang stepping down, but equally hard to imagine him staying. I think the board will eventually be forced to remove him and establish a more traditional organizational structure. But this huge gap in judgment may be difficult to bridge with key customers.
