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If Jensen Huang really left NVIDIA one day, the market’s first concern might not be whether the chips can still sell, but who would take the helm of this AI juggernaut!
After all, Jensen Huang is not just the CEO—he is also a key architect of NVIDIA’s AI strategy. From GPUs to the CUDA ecosystem, and from data centers to AI infrastructure, he has been involved in shaping the direction of nearly the entire industry.
Investors buying NVDA are buying more than just chips; they are also investing in expectations for future AI growth and confidence in management’s ability to execute.
If Jensen Huang left, the market might reassess the company’s valuation premium. After all, the technical team can continue its R&D, but the strategic direction and leadership style may not be seamlessly replicated.
Of course, NVIDIA is not a company with only its boss. It also has a huge engineering team, a mature software ecosystem, and customers around the world.
The real question is: without Jensen Huang, can NVIDIA keep moving this fast?
This time, Wall Street may not be worried about a GPU shortage, but a CEO shortage!$NVDA #黄仁勋或遭罢免 $NVDA