Bajarin: Nvidia roadmap unchanged under new leadership, ecosystem funding now a question
BenBajarin · x · 2026-11-12
Analyst Ben Bajarin argues Nvidia's product roadmap likely won't change long-term despite the leadership change, but other strategies are now open questions — notably the balance-sheet support that funds its ecosystem. If any demand impact materializes, his short list of beneficiaries is $AVGO, $AMD and $GOOG.
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