IT之家 · IT业界T2·Industry
78 pts
Jensen Huang's departure as Nvidia CEO triggered a brief 14% stock plunge, yet Wall Street largely expects the AI investment boom to continue, with Broadcom and AMD seen as beneficiaries. Analysts point to sustained compute demand and hyperscaler commitments through 2027 as near-term support, while Huang's sprawling circular investment network across AI startups may loosen.