Jensen Huang Resigns as Analyst Sees Google TPU Opportunity

Nvidia CEO Jensen Huang has resigned, putting succession in focus as analyst 郭明錤 said Google’s tensor processing units may win more customer and supplier confidence, with MediaTek and Broadcom also drawing attention.

Nvidia named Chief Financial Officer Colette Kress interim CEO and is searching for a permanent successor. Analyst 郭明錤 said short-term downside pressure on Nvidia shares may already be reflected in the price.

郭明錤 said Google could gain customers and supply-chain trust amid uncertainty over Nvidia’s leadership. He identified MediaTek and Broadcom as key partners in Google’s TPU effort and said they could become near-term market focuses.

Formal CEO succession and related organizational changes may not affect Nvidia’s product development or competitiveness until 2028 at the earliest, 郭明錤 said. He said Huang’s supply-chain approach has centered on production-capacity reservations and specification upgrades, which he described as key reasons suppliers have commanded high price-to-earnings multiples. Supplier expansion and new technology development are indicators he said to watch as the transition unfolds.