qinbafrank
qinbafrank|11月 13, 2026 08:42
"No one can wear Nvidia's leather jacket." With 60 executives reporting directly to Nvidia, each focusing solely on their own area and lacking Nvidia's holistic perspective, the company's leadership is a key factor. A JPMorgan report today aptly addresses the issue of Nvidia's future management team: 1) The most crucial issue for the stock price in the near term is whether Nvidia's board can successfully assemble a temporary management team capable of maintaining the company's strong execution and continuing to advance the existing roadmap; 2) However, looking 2-3 years into the future, the core focus will shift to whether the management team possesses a forward-looking vision, can identify the next inflection point in accelerated computing, and build a complete system encompassing not only chips but also the ecosystem and platform.
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