Following Jensen Huang's departure, Nvidia's investment and financing policies for the AI industry may change. Interim CEO Colette Kress had previously expressed caution regarding Huang's large-scale investments and financing, opposing some high-risk arrangements. Market concerns exist that if Kress translates this risk appetite into company policy, Nvidia may reduce equity investments, loan guarantees, and other financing support for AI startups and emerging cloud service providers. Previously, Nvidia helped some customers secure expansion funds through investment and financing arrangements, which then translated into GPU procurement needs. Companies like CoreWeave, reliant on external financing for expansion, may face higher financing costs, thus slowing down their new computing power purchases. In the short term, signed customer contracts and product roadmaps are expected to continue; the real uncertainty lies in whether future financing support will tighten.
