Nvidia cannot afford to lose its chief executive Jensen Huang, the company’s co-founder and main leader. The alleged involvement of a spy who got close to him has raised concerns about the excessive concentration of power in his hands. The company must therefore retain his leadership while strengthening its governance and ending the “one-man show.” Investors are already factoring in this risk: Nvidia’s stock has fallen 16% in the past week and 24% over the past month.
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