@CStamp For one thing, Nvidia's huge amount of cash has been central to the circular financing that's a big part of the whole API bubble. That gravy train ends if Huang's skill/knowledge was irreplaceable (the "great man" theory of CEOs -- or more mundanely if the new CEO changes policy, or more speculatively if it turns out that the reports that a big chunk of Nvidia's profits were from illegal sales to China.
@CStamp For one thing, Nvidia's huge amount of cash has been central to the circular financing that's a big part of the whole API bubble. That gravy train ends if Huang's skill/knowledge was irreplaceable (the "great man" theory of CEOs -- or more mundanely if the new CEO changes policy, or more speculatively if it turns out that the reports that a big chunk of Nvidia's profits were from illegal sales to China.