Jensen Huang’s exit threatens to upend Nvidia’s global AI funding network

Jensen Huang's departure is not merely a personnel shift but a structural dismantling of Nvidia's 'tech-capital' closed loop. Technically, the absence of top-level strategic cohesion will slow CUDA ecosystem iteration, disrupting HBM supply chain synchronization and cloud deployment cycles. Compliance-wise, regulatory intervention escalates operational costs and forces supply chain diversification, eroding single-node control. In market dynamics, AMD and Intel will exploit this power vacuum to capture enterprise clients via aggressive pricing and customization, breaking Nvidia's monopoly premium. Over the next 12-24 months, the industry will enter a 'decentralization' restructuring phase. AI infrastructure investment logic will shift from reliance on a single giant to distributed ecosystems. Capital flows will become more cautious, and the value of technical moats will be repriced, posing fragmentation risks to the global AI compute landscape.