AMD's Lisa Su Floated as External Candidate for Nvidia CEO After Huang Resigns
Industry figures have mentioned AMD chair and CEO Lisa Su as a possible external successor to Jensen Huang, who resigned as Nvidia CEO.
Jensen Huang has resigned as Nvidia CEO, and Lisa Su, AMD's chair and CEO, has been mentioned by some in the industry as an external candidate for the role, according to digitaltoday.co.kr.
The discussion comes as AMD's market capitalization reached $959.9 billion as of November 12, with the company's stock price rising 5.86% that day.
AMD's recent momentum includes a multi-year deal announced in October 2025 with OpenAI for the deployment of 6 gigawatts of AMD GPUs, with an initial 1 GW of MI450 GPUs starting in the second half of 2026.
Su's path to AMD's top job
Lisa Su joined AMD in 2012, when its market capitalization was under $2 billion, and became CEO in 2014. The company later won chip supply contracts for Sony PlayStation 4 and Microsoft Xbox One through a semi-custom strategy. In October 2025, AMD signed the OpenAI agreement, and in April 2025 it said tightened U.S. export license requirements restricted sales of its China-bound MI308 chips, potentially costing up to $800 million; the U.S. government later permitted some MI308 exports to China. In March 2025, after SemiAnalysis criticized AMD's GPU software competitiveness, Su held a 90-minute call with the firm's senior analyst.
Quick answers
Who has been mentioned as a possible replacement for Jensen Huang at Nvidia?
Lisa Su, AMD's chair and CEO, has been mentioned by some in the industry as an external candidate for the Nvidia CEO role.
What is AMD's market capitalization as of November 12?
AMD's market capitalization reached $959.9 billion as of November 12, with its stock price rising 5.86% that day.
What deal did AMD announce with OpenAI?
In October 2025, AMD announced a multi-year deal for OpenAI to deploy 6 gigawatts of AMD GPUs, with an initial 1 GW of MI450 GPUs starting in the second half of 2026.