Will Jensen Huang’s departure shift AI chip orders elsewhere? This industry-chain shake-up is only just beginning!

With Huang leaving, what matters most is not who takes his seat at Nvidia, but whether global AI chip orders will shift.
Nvidia has long held an important position in the AI accelerator market, and its influence has already extended to server manufacturers, cloud service providers, chip foundries, memory makers, and data center suppliers.
If the new management team can maintain the existing strategy and customer relationships, the industry chain may continue to develop at its established pace.
But if the strategic direction changes, some customers may reassess their supplier choices.
This could give AMD, Broadcom, and other chipmakers an opportunity to compete for new orders.
Meanwhile, advanced packaging, high-bandwidth memory, optical communications, and data center power equipment are also worth monitoring.
However, opportunities across the industry chain do not mean all related stocks will rise. Order growth, technological barriers, capacity utilization, and corporate profitability are the key indicators for assessing long-term value.
Investors should remember: the AI industry chain is a marathon, not a sprint triggered by a change at the top of a leading company. #每周来晒 and #JensenHuangResigns
What is truly worth studying this time is where capital and orders will flow in the future, rather than simply guessing which stock will hit its daily limit tomorrow.