Jensen Huang Leaves the Board! What Is Nvidia’s Biggest Moat: GPUs or Jensen Huang?

If asked to name one of the most iconic tech entrepreneurs of the AI era, Jensen Huang is sure to come to mind for many people.
He led Nvidia from the graphics processing field to the center stage of AI computing, and made a leather jacket an iconic symbol in the tech world.
But now, in the scenario described in this news, Jensen Huang has resigned as CEO and left the board, bringing major changes to Nvidia’s management.
The question most worth discussing in the market is: where exactly does Nvidia’s moat lie?
Is it GPU performance? The CUDA software ecosystem? Its global customer and developer network? Or the strategic direction and industry influence Jensen Huang has built over the years?
In reality, these factors together make up Nvidia’s competitive advantage.
A founder’s personal influence can boost market confidence, but a company’s long-term value ultimately needs to be supported by technology, products, cash flow, and its business model.
If Nvidia can continue to innovate and grow without Jensen Huang at the helm, the market’s assessment of the company may gradually return to its fundamentals.
After all, a truly great company cannot rely on one person to carry it forever.
What do you think is Nvidia’s hardest-to-replicate advantage for competitors? #每周来晒 and #黄仁勋辞职 $TSLA