What is NVIDIA worth without Jensen Huang? Can the next CEO take over? The answer will determine the next leg of the AI bull market!

What exactly is NVIDIA's most valuable asset?
Its GPUs? CUDA? Or Jensen Huang's black leather jacket worth a trillion dollars?
Jokes aside, the real question is: without Jensen Huang, can NVIDIA continue to stay ahead of the industry?
The company is currently led by CFO Colette Kress as interim CEO while it searches for a permanent successor. The company says its existing management team will continue advancing the product roadmap and honoring customer commitments.
This means investors should watch three indicators next.
First, whether the product roadmap stays on track. Competition in the AI chip industry is fierce, and a product delay could mean losing orders.
Second, whether major customers maintain their trust. Giants such as Microsoft, Amazon, and Google are all ramping up AI investment and actively seeking more computing capacity.
Third, whether the new leadership can establish its own strategic influence. Jensen Huang understands not only technology, but also capital, markets, and customer needs. His successor needs to prove they can do more than manage the company—they must lead the industry.
For NVIDIA, the ideal scenario is stable operations, a smooth management transition, and the market gradually moving past the shock of the founder's departure.
For investors, the most dangerous scenario is prolonged leadership uncertainty, competitors seizing the opportunity to take market share, and both valuation and earnings expectations being revised downward.
A great company should not depend forever on a single hero.
Jensen Huang created NVIDIA's legend; his successor needs to prove that the legend is not a one-man show.#每周来晒 and #黄仁勋辞职
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