Leo Koguan Announces Halt to Additional NVIDIA Purchases
NVIDIA co-founder Jensen Huang suddenly resigned as president, CEO and director on the 12th over an extramarital affair scandal, shaking the global tech industry. Billionaire Leo Koguan said publicly on the 13th that he has decided to stop increasing his investment in NVIDIA, stressing that as long as Jensen Huang no longer leads the company, he will not continue adding to his position. He stated clearly: "Without Jensen Huang, no more investment." He disclosed that he has already invested about 13億美元, 約新台幣427.4億元 in NVIDIA stock, and although he has not changed his view on the company's business outlook, he has decided to adjust his originally planned investment approach.
Valuing Leadership, Willing to Follow New Venture
Leo Koguan is chairman of U.S. information technology services company SHI International, which he co-founded in 1989 with his ex-wife Thai Lee, and he has long been active in technology industry investment. According to Forbes, his wealth is estimated at 86億美元,折合新台幣約2828億元. He began actively building positions in artificial intelligence-related companies this year, and earlier announced the purchase of 100萬股 of NVIDIA stock, then valued at about 1.8億美元,約新台幣59.2億元. He has previously stressed that artificial intelligence is not a market bubble, but the start of a new round of technological development, and therefore he is optimistic about the long-term growth opportunities of related companies. In a post on social platform X, he noted that although NVIDIA's underlying business outlook has not changed, Jensen Huang's leadership ability and contributions to the industry remain an important reason for his investment. He further disclosed that if Jensen Huang decides to found or acquire a company focused on superintelligence, he would be interested in providing funding and looks forward to an investment opportunity.
Citing Steve Jobs to Question the Decision
On NVIDIA's senior management change, Leo Koguan also raised questions. Citing Apple co-founder Steve Jobs as an example, he asked whether, if Steve Jobs had been removed by the company over a private-life mistake after launching the iPhone and iPad, the public could accept it. He argued that Jensen Huang's contributions to the AI chip industry are irreplaceable. He also suggested there may be other factors behind Jensen Huang's departure. NVIDIA formally announced on the 12th that Jensen Huang has resigned as president, CEO and director, with current CFO Kress serving as interim CEO. The board will also launch a formal succession process, evaluating internal and external candidates to maintain business operations and technology development.
Tech Figures Voice Public Support
After Jensen Huang's departure, in addition to Leo Koguan, several tech figures also publicly expressed support. Elon Musk replied to a user that if he had the chance to recruit Jensen Huang to join his companies, it would be his honor. Binance co-founder Changpeng Zhao, and Epic Games founder Tim Sweeney, among others, also lamented NVIDIA's personnel change as the wrong decision, showing that Jensen Huang's influence in the tech industry remains in high focus.