Jensen Huang and the future of the AI boom

Azeem Azhar argues that Jensen Huang's resignation leaves Nvidia and the wider AI boom without their central figure, noting the company sold nearly 14 million flagship AI chips in the five years to 2026, holds 85% of the market, and has backed neoclouds and AI startups including close to $10 billion across Europe in the last year. He contrasts the situation with Apple after Steve Jobs, saying Huang was the linchpin of Nvidia just as Nvidia was the linchpin of the boom, and asks whether the ecosystem depending on it stays on the road. CFO Colette Kress steps in until a replacement is found.