Nvidia News

[Cappo]

Reported to have fallen on his sword a short time ago.

[Adam Kay]

yes-he resigned effect immediately.

[2BToo]

Not good. What happens to the company from here, without his leadership? And what will happen to the share price?

[exIM]

Obv. no one knows, I'm sure the markets will have a field day, then eventually everything will go back to normal, hopefully then next earnings will drown out everything

[Adam Kay]

These things have a habit of being swept away-if as I expect, no change to operations. The bottom line imo the company in calendar 27 will earn $17/share which is a 9PE. That can't be ignored.

IMO anyone who thinks this gives AMD the upper hand is somewhat deluded.

Jensen Huang was a charismatic founder and visionary CEO who helped make AI exciting and Nvidia the dominant force in AI computing. His contribution has been extraordinary.

But Nvidia is far bigger than one individual. It employs thousands of exceptionally talented engineers, researchers and executives. Its competitive advantages lie in its technology, CUDA ecosystem, networking, software, customer relationships and relentless innovation.

Huang's resignation marks the end of an extraordinary era, but it does not change the fundamental investment case.

The global AI infrastructure buildout continues regardless. Demand remains enormous, Nvidia's technological lead remains substantial, and its products remain central to that expansion.

His departure will inevitably create some short-term uncertainty, but it does not dismantle decades of innovation or suddenly make competitors more capable.