What happens if NVIDIA loses Jensen Huang? It becomes 'the Apple of chips'
JOBhakdi · x · 2026-11-10
An analysis argues NVIDIA runs more like Tesla or SpaceX than a chip company: the AI buildout shifts every few months, requiring constant reconfiguration of chips, networking, software and the full data-center stack — which demands a visionary at the top. Without Huang, NVIDIA could still sell more chips and squeeze margins, but would become 'the Apple of chips' — very profitable, far less inventive — and be valued more like Micron or SK Hynix. Opinion piece, no new facts.
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