$ETH $BTC $BNB Nvidia’s shift from “founder-driven” to “board-governed” means a valuation reset in the short term and a reassessment of its strategic pace in the medium term. Kress has a financial background, which should help steady the ship, but it will be difficult to replicate Jensen Huang’s aggressive bets. For the AI computing-power supply chain, GPU demand will remain in place in the short term, but Nvidia may slow the pace at which it provides external funding, locks in orders, and expands its ecosystem. AMD, domestic computing-power providers, and the optical module supply chain will all be repriced.#黄仁勋辞任CEO，英伟达战略走向受关注 #Anthropic拒绝延期IPO，本周路演估值几何？ #对冲基金CME比特币净空头降89%
#AnthropicIPO获约6倍超额认购