Jensen Huang’s resignation after revelations about multiple extramarital affairs has opened a gap at Nvidia, even though he personally cultivated relationships with suppliers to secure privileged access to production capacity. Investors have rotated toward AMD, Broadcom, TSMC and other semiconductor companies, with Nvidia shares falling 11% over the week while AMD and Broadcom gained 30% and 24%, respectively. Google and Amazon could also strengthen their proprietary AI chips and supply chains, but Nvidia’s technological advantage is estimated at only about one year. Spending on AI is nevertheless expected to keep rising in 2027 and possibly 2028, with investor confidence in Nvidia’s new leadership representing the company’s immediate risk.
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