Nvidia without Huang (start).
The fourth circle is Huang's role as a molder of the best minds in the world. The actual author of the NVLink concept and design was not Jensen Huang himself, but Nvidias chief scientist Bill Daly, as with other components. However, the mission still needs to be defined, the people found and the project integrated.
Huang did not design Blackwell or Robin, but Huang was the integrator; He defined the tasks, set the goals, conditions and limits. To understand the context, you need to be well versed in the nuances of the semiconductor industry. You have to be of the old school of fundamentalists.
Is this woman able to attract the best minds on the planet? The answer is clear. More dangerous is the quiet erosion of talent - thousands of Nvidia's top engineers have long since become multi-millionaires and burned out working for Jensen's creative cult and the vector of technological progress, not for quarterly reports to the accounting department and investors.
It is likely that they will all disperse to its corners (some to the open spaces, some to the competing companies). Nvidia after Huang will have little in common with what it had under Huang.
Nvidia key employees are already writing collective letters in Jensen's defense. If Huang is not brought back, Nvidia will lose key employees. No one will work under an incompetent board of directors and sissies (or some other shillings, if they replace the sissy) who understand nothing about technology.
These characters (key scientists, programmers and engineers at Nvidia) are enough on their own to continue in the most creative direction, instead of being led who knows where by anonymous people with no experience or authority. They leave quickly if they don't like something, and they certainly don't like a female accountant (even top-notch by Wall Street standards).