According to ChainCatcher, Tianfeng International Securities analyst Ming-Chi Kuo said Jensen Huang’s value to Nvidia lies in turning promising engineering into products the company commits resources to, takes risks on and delivers. Kuo said this approach gives suppliers greater order visibility and supports aggressive specification upgrades, which can prompt competitors to follow and drive investment across the AI industry.

Kuo said Huang’s strength is not necessarily knowing the most about technologies such as HVDC, CPO/NPO or CCL/PTFE, but weighing strategy, organization, technology and supply chains to make decisions quickly. Based on publicly available information, Kuo said Huang may find it difficult to step aside without consequences, and Nvidia may need to gradually reduce its reliance on his individual decisions while preparing a succession plan. He said key indicators will be whether Nvidia can continue developing products and technologies efficiently and how competitors respond.