After Jensen Huang, who will take the helm of NVIDIA has finally turned from many years of speculation into a specific personnel suspense. The Financial Times cites informed sources stating that the NVIDIA board has begun looking for a formal successor plan and has approached Arm CEO Rene Haas, a chip design company under SoftBank Holdings, to discuss the possibility of him serving as the next CEO—Haas is just one of many potential candidates, and the rhythm of contact and negotiation stages remains undisclosed. Whether NVIDIA will extend a formal invitation and whether Haas will accept is still uncertain. In the tide of this unofficial news, the prediction market has been the first to give a "price": in the "next CEO of NVIDIA" contract on Predict.fun, the probability of Haas taking over has been raised to about 36%, surpassing Ian Buck, NVIDIA's Vice President of High-Performance Computing, who stands at about 26%, making him the current "top favorite" in the single market sample. Meanwhile, the company has appointed CFO Colette Kress as interim CEO, marking a transitional window in which a successor plan has yet to be finalized. This personnel rumor not only stirs the internal power restructuring of NVIDIA but also involves Arm and its backer SoftBank in the external industrial imagination: if Haas, who oversees Arm, truly has the opportunity to return to his old company as a successor, the positions and strategies of the three parties in the AI chip ecosystem may undergo structural changes.
After the Legend Jensen Huang: Who Will Steer NVIDIA
Before the transitional window opened with the CFO temporarily at the helm, the NVIDIA board had actually recognized that "the next CEO" is no longer a routine personnel change but a core variable regarding the company's future direction in the AI chip and high-performance computing fields. For a long time, Jensen Huang, as founder and CEO, has dominated almost all key technology and market decisions, pushing NVIDIA to the top of the industry food chain in the AI chip wave, and has turned the "successor" issue into a market proposition with strong symbolic significance: Whoever takes over this scepter will define the relationship between NVIDIA and the entire AI computing power supply chain in the next phase. The Financial Times revealing that the board has begun looking for Huang's formal successor is the first time this proposition has been placed in the spotlight.
From the clues currently visible to the outside world, the succession list is far from publicly formed. Reports only clearly point out that Arm CEO Rene Haas is "one of many potential candidates," without providing a complete candidate pool and selection criteria; the real internal considerations remain locked in the boardroom. In the prediction market Predict.fun's "next CEO of NVIDIA" contract, Haas's probability of succession has been traded at about 36%, while Ian Buck, NVIDIA's Vice President of High-Performance Computing, ranks second at around 26%. However, this single market has not disclosed sample size and liquidity and cannot be viewed as an official signal or widespread consensus, serving only as external participants' subjective bets on limited public information. Also, because only a few names have been revealed and the process is highly opaque, the personal color and myth narrative formed by Huang's long tenure have suddenly transformed into a suspense drama about power transition, technological routes, and industrial power maps, making every new potential candidate inherently entangled with emotions and imaginative spaces beyond their resumes.
The Possible Scenario of Veteran Rene Haas's Return
If we view this succession struggle as a play, Rene Haas is obviously one of the most fitting characters in the "veteran return" template. Briefings show that he worked at NVIDIA for many years and is quite familiar with the company's technology route and organizational culture, which means he understands the engineer worship and fast iteration rhythm formed during Huang's era, as well as how NVIDIA has continuously switched its main attack direction between games, data centers, and AI. In 2022, he transitioned to becoming the CEO of SoftBank's chip design company Arm, transforming from an internal veteran to the helmsman of an important partner, giving "returning to NVIDIA" a natural narrative tension of cyclical storytelling.
During his time at Arm, Haas's stage is no longer a single product line but the entire architecture ecosystem chessboard. As a key architectural supplier in the AI and mobile chip ecosystem, Arm itself is an important partner for NVIDIA in terms of chips and AI landscape. A tight triangular relationship has also formed between SoftBank—Arm—NVIDIA on the industrial and capital levels. From this position, he needs to constantly observe the changing demands of different computing scenarios and coordinate routes with downstream players including NVIDIA, giving him a more systematic understanding of "how computing power is used and how architectures are integrated," which explains why he was quickly regarded as one of the favorite candidates in the prediction market after the Financial Times reported on the contact. It is worth noting that, to date, media reports have not seen any public statement from Haas regarding the succession rumors; this silence may be a common reticence in the negotiation phase, and it leaves ample uncertainty about what choices he would make in technological strategy and organizational culture if he truly took charge of NVIDIA.
Contact Does Not Equal Invitation, nor Acceptance
Breaking down the Financial Times report reveals three progressively layered points, all currently at the brink of "undetermined." First, informed sources only confirm that the NVIDIA board has "contacted" Rene Haas, bringing him into the discussion of the next CEO, but at the same time emphasize that he is merely "one of many potential candidates." This suggests that the two parties are more likely exchanging possibilities rather than entering a phase of locking in a single candidate. Second, even if contact has occurred, the report clearly states that it is uncertain whether NVIDIA will extend a formal invitation to Haas; even the basic action of "inviting him to take over" remains at the hypothetical level. Finally, even if such an invitation does come about in the future, whether Haas will accept is also marked as an unknown variable; as no one has publicly announced anything, it can only be seen as speculation from the outside rather than a fact itself.
This triple uncertainty directly reflects the current state of corporate governance. Currently, the role of interim CEO is being filled by NVIDIA CFO Colette Kress, which itself is a transitional arrangement: the formal succession plan has yet to materialize and can only use internal executives temporarily to ensure continuity in operations and external communications. Meanwhile, neither NVIDIA nor Arm has issued any official statements or confirmations regarding the succession rumors, and discussions about successors remain at the level of informed sources and media reports, lacking public anchoring points from board resolutions and candidate declarations. Under such a structure, interpreting "contact" directly as "it has already been decided that Haas will take over" is clearly a logical leap; what requires observation is whether this negotiation will be included in the formal succession plan and obtain clear responses from both parties.
The Triangular Chess Game of NVIDIA, Arm, and SoftBank
If NVIDIA's board contacting Rene Haas is merely a routine screening in the succession plan, then the repercussions it triggers on the Arm and SoftBank sides go far beyond mere "personnel rumors." Haas, who has been steering this chip architecture design company held by SoftBank since 2022, has become a core figure in Arm's current strategy and external narrative. If he moves from Arm to NVIDIA, it not only signifies a reorganization of Arm's management but also requires SoftBank to recalibrate its capital layout in the AI chip industry: how will the successor continue Arm's ecosystem approach? Does SoftBank need to strengthen board control? And what are the expectations for Arm's future growth path? All these factors will inevitably enter a process of revaluation. In this process, SoftBank must maintain Arm's independent attractiveness as a major global architectural player while also managing whether the cooperative relationship with NVIDIA will produce new levels and dependencies.
For NVIDIA, Arm is not only a key partner in the upstream ecosystem but also presents potential competition and cooperation in the chip and AI ecosystem. If NVIDIA, which ranks high in market capitalization and discourse power in high-performance computing and AI chips, were to include Arm's current CEO into its top management, it would be difficult for the outside world not to interpret it as a signal of "rebalancing the triangular relationship": is it further locking Arm's position within NVIDIA's dominant ecosystem, or building a closer strategic alliance between the SoftBank-controlled architectural supplier and the AI chip leader? The reason this contact news, initially reported by the Financial Times and later relayed by multiple media outlets, has rapidly fermented in the capital and technology circles is that cross-company executive movements are often seen as a prelude to restructuring the industrial chain—this could change the bargaining chips of various parties in the supply chain, reshape SoftBank's valuation story regarding Arm, and allow prediction markets and institutional investors to introduce more variables about power distribution and ecological dominance in the triangular chess game of NVIDIA, Arm, and SoftBank.
The Noise, Signals, and Next Steps in Prediction Markets
Returning to Predict.fun, the figures in the "next CEO of NVIDIA" contract now appear quite clear: Haas at about 36%, Ian Buck at about 26%, seemingly establishing a temporary seating arrangement for this power relay race. Its function is to compress the Financial Times report, the industrial relationship between NVIDIA and Arm, SoftBank's capital layout, and the subjective judgments and emotions of the participants into a visible probability curve—each rumor's spread and each analysis's fermentation will leave ripples on this curve. The problem is, this is merely one contract from a single prediction market; sample size, liquidity, and specific rules have not been disclosed, making the representativeness of 36% and 26% inherently limited, not to be understood as any form of official signal, nor can it be elevated to a conclusion that "the market has formed a consensus." In the future pathways, several possible scenarios may arise: the contact eventually leads to a formal invitation, with Haas succeeding NVIDIA; the board shifts to other names among multiple potential candidates, bringing Buck or another candidate to the forefront; or even after a longer transition period, a "third person" who has not been adequately priced by the prediction market may emerge. As of November 14, 2026, NVIDIA, Arm, and SoftBank have yet to release any official statements regarding CEO succession; in this stage of information vacuum and emotional pressure coexistence, the prediction market indeed offers a window to observe public opinion and participant expectations, but what should still be attributed decisive weight is that succession plan to be officially signed and publicly announced by NVIDIA at some future point.
Join our community, let’s discuss together and become stronger!
Exclusive Hyperliquid benefits for AiCoin: https://app.hyperliquid.xyz/join/AICOIN88
Exclusive Aster benefits for AiCoin: https://www.asterdex.com/zh-CN/referral/9C50e2
On-chain Telegram community: https://t.me/AiCoinWhaleData
On-chain community: https://www.aicoin.com/link/chat?cid=N6OVMor5g
AiCoin on-chain Twitter: https://x.com/aicoinwhaledata
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
