Jensen Huang’s departure and Colette Kress’s appointment as interim chief executive raise questions about Nvidia’s central role in private AI financing. The company invested $189 billion in 2026, including $172 billion in OpenAI, Anthropic, and xAI, and remains the sector’s main chip supplier and public-market benchmark. Neoclouds dependent on Nvidia’s financial backing could be particularly exposed, while lower GPU prices could help startups fund product development through other means. Anthropic’s IPO is expected to proceed, but a reset in AI valuations is now possible. Nvidia may also reduce its near-term investments, while its $12.93 billion acquisition of Hugging Face has not yet closed.
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