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What is Nvidia's most important asset? Many people would answer GPUs.
But looking only at GPUs may underestimate the company.
Its real strength lies in the combined competitive advantage of its hardware, software, networking, and developer ecosystem. CUDA makes developers familiar with Nvidia's platform, while its data center products help customers build complete AI computing infrastructure.
Jensen Huang has always been a key driving force behind this strategy.
If he really leaves, the market's biggest concern will be: Will the next leadership team change the company's existing direction?
For example, will it continue to ramp up investment in AI infrastructure? Maintain high levels of R&D? Further push into robotics, autonomous driving, and physical AI?
All these decisions could affect Nvidia's growth potential over the next few years.
However, corporate strategy isn't just a slide deck made by the boss. R&D teams, product leaders, and customer needs matter just as much.
The real test is whether the new leadership can keep this AI machine running at full speed.
After all, the AI race won't wait for you to finish your handover meeting before the competition begins!$NVDA