Analyst Ming‑Chi Kuo said Jensen Huang's sudden departure could create
succession uncertainty at NVIDIA (NVDA.O), potentially opening an opportunity
for Google's (GOOG.O) in‑house TPU to take market share. On Trump's suggestion
that Tim Cook replace Huang, Kuo said Cook's comparative strength is cost and
supply‑chain management, and NVIDIA still has clear scope to cut supply‑chain
costs. Kuo added that on strategic R&D and the rapid commercialization of
frontier technologies into AI chips and rack solutions, only Jensen Huang has
demonstrably succeeded.
