How Jensen Huang’s exit from Nvidia impacts China’s AI supply chain - Rest of World

Jensen Huang's hypothetical departure is not merely an HR event but a stress test for Nvidia's transition from personal IP to institutional architecture. Technologically, the continuity of the CUDA ecosystem relies on his strategic vision; any vacuum would accelerate China's pivot from adapting to Nvidia towards full decoupling, driving deep software stack reconstruction for domestic clusters like Ascend. Compliance-wise, geopolitical ambiguity forces multinationals into extreme dual-track supply chains, inflating R&D redundancy costs. In market dynamics, AMD and Intel will scramble for displaced clients, yet they cannot fill the ecosystem void. Over the next 24 months, 'computing sovereignty' will supersede 'efficiency' as the core KPI. China's chip design will hit the critical threshold from 'usable' to 'viable,' resulting in a substantive bifurcation of the global AI infrastructure into two parallel systems.