Is Nvidia's biggest risk not AMD, but Jensen Huang leaving? NVDA's real test is here!

In the past, investors focused on Nvidia mostly discussed competition from AMD, GPU supply, and demand for AI data centers.
Now, unexpectedly, management succession has also become a market focus.
As Nvidia's co-founder and longtime CEO, Jensen Huang has had an enormous influence on the company's strategic direction. He has not only driven its product roadmap, but also actively helped build the AI industry ecosystem.
If he really leaves, Nvidia's challenge may not just be finding a new CEO, but also maintaining its existing strategic momentum.
In particular, CUDA's ecosystem, next-generation chip development, data center expansion, and AI hardware and software integration all require ongoing coordination.
Of course, competitors won't pass up any opportunity. AMD, Google's custom chips, and other AI chip companies all hope to gain more market share amid changes in the market.
But don't underestimate Nvidia's resilience, either. A company with a vast R&D team and customer network won't lose all its competitive edge just because one person leaves.
The question is: Can the successor create the next AI era?
That's NVDA's real test!$NVDA

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