猎头公司现在很可能正在半导体行业四处打听，试图弄清该向英伟达董事会推荐谁作为英伟达CEO黄仁勋的潜在继任者，以防董事会决定他必须离职。以下是几个意想不到的建议：超威半导体（AMD）CEO苏姿丰和Arm CEO雷内·哈斯（Rene Haas）。
Headhunters are probably calling around the semiconductor industry right now, trying to figure out who to pitch to Nvidia’s board as a possible successor to Nvidia CEO Jensen Huang, just in case the company’s board decides he has to go. Here are a couple of out-of-left-field suggestions: Advanced Micro Devices CEO Lisa Su and Arm CEO Rene Haas.
苏姿丰掌管的企业是英伟达在AI芯片领域的直接竞争对手。（正如我们此前所说，“AMD是英伟达唯一可信的竞争对手。”）她在让AMD成为更有力的竞争对手方面做得非常出色：在多年停滞后，在她的领导下，AMD的营收起飞了。诚然，两家公司的竞争关系可能会让苏姿丰跳槽变得复杂（她和黄仁勋是表亲，这可能是一个进一步的复杂因素）。因此，雷内·哈斯可能是更好的选择。他非常了解该行业（他在职业生涯早期曾在英伟达工作七年）。
Su runs a business that is a direct rival to Nvidia in AI chips. (As we said here, “AMD is the only credible competitor to Nvidia.”) She’s done an outstanding job of making AMD a more forceful competitor: After years of stagnation, AMD’s revenues have taken off under her oversight. To be sure, the competition between the two companies might make it complicated for Lisa Su to jump ship (the fact that she and Huang are cousins may be a further complication). For that reason, Rene Haas may be a better option. He knows the sector very well (he even worked at Nvidia for seven years earlier in his career).