🔥 Jensen Huang and the future of the AI boom

The piece imagines Jensen Huang resigning, with CFO Colette Kress stepping in until a replacement is found, and asks what that would mean for the AI boom given Nvidia's role as its linchpin. It cites Nvidia selling nearly 14 million flagship AI chips in the five years to 2026, holding 85% of the market, backing neoclouds with financial guarantees, and investing nearly $10 billion across Europe in the last year. The author argues the situation differs from Apple after Steve Jobs, since Huang has been the linchpin of Nvidia itself, and asks whether the ecosystem depending on him will stay on the road.