Eric Schmidt, Former Google CEO, Should Run Nvidia Douglas A. McIntyre Wed, November 11, 2026 at 10:55 AM EST 3 min read NVDA +4.66% GOOGM +1.72% AAPL +1.68% GOOG +2.25% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Jensen Huang's Nvidia job hangs by a thread as a law firm probe into his ties to Alice Huang could force him out.
Nvidia has no obvious successor: Huang's 60 direct reports are largely unknown, and none would clearly win over Wall Street, governments, or clients.
Eric Schmidt, who led Google for a decade and sits on Apple's board, may be the only credible pick to replace Huang.
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Jensen Huang, CEO of Nvidia (NASDAQ: NVDA), could be gone soon. One more accusation of any ties, even if Huang acted by mistake, to the Chinese acquisition of Nvidia chips with the help of his former lover, Alice Huang, could undermine his chances of keeping his CEO job. A negative report from Wachtell, Lipton, Rosen & Katz, a well-regarded law firm hired by the Nvidia board to investigate Jensen Huang's relationship with Alice Huang, could show how poor his judgment was and how badly it damaged Nvidia, and could push him out immediately. The board is in the spotlight, which will likely trigger shareholder lawsuits that could drag on indefinitely.
Almost no one thinks any of Nvidia's management could step in as CEO. Almost no one can even name them. Some reports state that Jensen Huang has 60 direct reports, none of whom is a first among equals. And which of these would Wall St., governments, or clients accept?
A look at the tech landscape shows very few people with deep technology and management skills spanning decades. Very few also have experience running huge publicly held tech companies.
Who comes to mind? Google founders Larry Page and Sergey Brin have been out of company management for decades and were never considered world-class tech executives. Other well-known tech leaders, like Michael Dell, run the companies they founded. Bill Gates might have been a placeholder for a year or two, but scandal has tainted him.
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This leaves, among all the great tech executives who ran megatech companies, the man picked as CEO of Google in 2001 and who held the job until 2011. He served as executive chairman until 2017. Google was renamed Alphabet (NASDAQ: GOOG) in 2015 as its businesses expanded to include YouTube, Mail, Maps, hardware, and the self-driving company Waymo.
Today, Schmidt serves on the boards of Apple, Princeton, and the Mayo Clinic. He lectures widely on advanced technology and particularly artificial intelligence. In other words, he is among the most influential members of the broader tech universe.
At 71, by all public appearances, he is at the top of his game. There is no reason he could not run Nvidia as long as CEOs of a number of companies have—well into their 70s.
If Nvidia has to fire Jensen Huang, Schmidt is on the short list, and may be the only one who belongs there.
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