Nvidia CEO Jensen Huang is out; analyst says industry will be fine without him
TiernanRayTech · x · 2026-11-13
Commentator Tiernan Ray on Jensen Huang stepping down as Nvidia CEO: while much of the chatter asks whether the world will end without him, he argues the tech field is broader than selling GPUs at scale, and AMD, Cerebras and a broader semiconductor renaissance will keep the industry healthy. He questions whether CFO Colette Kress will continue moves like securitizing chip sales, notes the impact already hitting neoclouds CoreWeave and Nebius, and observes AMD and Broadcom shares rising.
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