Nvidia needs dramatic shake-up, Bessent demands external CEO after Huang exit

详细摘要

Scott Bessent urged Nvidia to appoint an external chief executive and investigate its export compliance. The demands deepen scrutiny after Jensen Huang's resignation amid an alleged espionage-linked scandal.

US Treasury Secretary Scott Bessent has called for Nvidia to appoint a chief executive from outside the company, saying the chipmaker needs a “dramatic shake-up” following the resignation of Jensen Huang amid an alleged espionage-linked infidelity scandal.

Bessent also demanded an urgent investigation into Nvidia's compliance with US export restrictions, questioning whether the company's executives deliberately ignored warning signs about Singapore-based companies allegedly acting as intermediaries to supply advanced AI chips to China.

Speaking to Fox News on Sunday, Bessent said Nvidia's board should look beyond its existing leadership while searching for Huang's successor.

“They need to go outside the company. Just what was going on inside the company, they needed a dramatic shake-up,” he said.

Huang resigned on Thursday following revelations about alleged extramarital affairs, including one involving Alice Huang, an alleged Chinese intelligence asset, and another with a senior colleague at Nvidia.

The leadership crisis has intensified scrutiny of the world's leading AI chipmaker, which plays a critical role in the global artificial intelligence industry and the US economy.

Nvidia has reportedly approached Rene Haas, chief executive of British chipmaker Arm, about taking over the role. AMD CEO Lisa Su is also being viewed as a potential external candidate. US President Donald Trump, meanwhile, has suggested that former Apple CEO Tim Cook should lead Nvidia.

Among the internal contenders are interim CEO Colette Kress, who previously served as Nvidia's chief financial officer, and Ian Buck, who heads the company's data centre business.

Bessent said the company must establish whether its leadership had maintained adequate compliance standards regarding US restrictions on semiconductor exports to China.

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