🔥 Jensen Huang and the future of the AI boom

The article imagines Jensen Huang resigning from Nvidia, with CFO Colette Kress stepping in, and argues the impact on the AI boom would be far greater than Apple losing Steve Jobs, since Nvidia has been the linchpin of the boom and Huang the linchpin of Nvidia. It cites Nvidia selling nearly 14 million flagship AI chips in the five years to 2026, holding 85% of the market, backing neoclouds with guarantees and investing nearly $10 billion across Europe in the last year. It notes AI sector revenues outside China reached $188bn in the last 12 months, growing faster than 4.2x a year, with about 75% at the infrastructure layer, and that demand remains strong.