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If Jensen Huang really leaves NVIDIA, the impact may extend beyond NVDA.
Why? Because NVIDIA has become a major player in building global AI infrastructure.
From major cloud service providers to AI model developers, many companies’ computing-power expansions are closely tied to NVIDIA products. Jensen Huang has not only driven the chip business but also actively helped build the AI industry ecosystem.
If there is a major change in management, the market may reassess NVIDIA’s future product roadmap, investment plans, and industry partnerships.
In the short term, investors may lower their valuation expectations due to uncertainty. In the long term, whether demand for AI computing power continues to grow remains a key factor shaping the industry’s development.
It’s worth noting that the AI industry is not the work of Jensen Huang alone. Developers, cloud computing companies, and chip R&D teams around the world are all driving technological progress.
So, Jensen Huang’s departure doesn’t necessarily mean the end of the AI bull market.
But if NVIDIA mishandles its leadership transition, the market may really have to recalculate the risk premium for the AI sector!$NVDA