"Jensen's role, presence, vision and execution has been central to what Nvidia and AI ecosystem is where it is right now," said Neil Shah, Vice President of Research at Counterpoint Research.
"Jensen's personal relationships across the value chain from the biggest chip manufacturer TSMC, EMS player Foxconn to players such as Softbank have been critical in holding together massive sovereign AI deals, neocloud financing arrangements, and geopolitical lobbying efforts.
"Without him at the helm, we will likely see a slowdown in new, aggressive ecosystem-level investments and lucrative bilateral AI infrastructure deals from Nvidia's side...
"So the Nvidia train could likely slow down a bit unless Nvidia has groomed the next line of leaders to maintain the DNA and pace of innovation and commercialization."
