Apple, Alphabet and Uber survived major founder transitions. Nvidia will be a harder test

Nvidia is entering a founder-succession phase that will test whether it can replicate the transitions managed by Apple, Alphabet and Uber, with CEO Jensen Huang’s unusually central role complicating any handover. The company’s roughly $4 trillion market value and its position at the center of the AI chip boom raise the stakes, since Huang has become the public face of both Nvidia’s strategy and investor confidence in it. Unlike Apple’s shift from Steve Jobs or Alphabet’s from Larry Page and Sergey Brin, Nvidia has no obvious internal heir apparent, and its culture and product roadmap are closely tied to Huang. Experts say the board will need to build a deeper bench and clarify governance before any eventual change. Investors should watch executive appointments, board composition and signs of how much of the succession planning is disclosed.