Nvidia CEO Huang resigns; supply chain access, AI capex in question

Jensen Huang's sudden resignation removes a key figure whose personal ties with Asian foundries and financial backing underpinned Nvidia's supply chain priority and the AI data center buildout. The industry now faces uncertainty over whether Nvidia can maintain its privileged access to chipmaking and memory supply without him, and whether the AI capex cycle will be sustained. The full implications for Nvidia's competitive position and the broader AI infrastructure investment are still emerging.

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