Keep Jensen Huang at Nvidia — but end the one-man show

It's a tale as old as time. A powerful leader gets high on their own supply. The rules don't apply to them. Bill Clinton. Kristi Noem. Steve Easterbrook. Andy Byron (the best Coldplay show, period). The list goes on.

Now, we have Jensen Huang and the spy who got close to him (allegedly). The story would be ho-hum if not for the fact that he co-founded and runs the biggest engine of the economy, Nvidia. The company supplies the hardware behind artificial intelligence and, well, isn't that the whole ballgame? That's a problem, and investors know it. The stock is down 16% in just the last week, 24% in the last month.

To understand how important Huang is, you should read Steven Witt's "The Thinking Machine." It's Huang's biography. The takeaway: AI probably doesn't happen, at least as fast or effectively as it's been happening, without this guy — which is to say, if Huang is forced out, that's a problem, like removing Thomas Edison from the electricity project.