Jensen Huang is actively discussing a comeback as Nvidia’s CEO with close confidants, according to Financial Times. Huang kept it alive by making product decisions when the company had three months of cash left in the bank and refusing to sell out to larger rivals who assumed he had no choice. If Jensen Huang does return to the chief executive’s chair at Nvidia, the American technology sector will have narrowly avoided one of the most costly self inflicted wounds in its history. His customer relationships are personal and operationally irreplaceable. Elon Musk, Sundar Pichai, Mark Zuckerberg, Larry Ellison, the Gulf sovereign wealth funds... Jensen built those relationships himself over decades, and no external CEO is going to walk into Nvidia and reproduce them in a quarter or two.