Multiple investors: Even without Jensen Huang, the AI boom will still support Nvidia.

date
13/11/2026
Several core investors said that although the sudden resignation of co-founder Jensen Huang triggered a sharp drop in the chip giant's share price, Nvidia's fundamental prospects as one of the biggest beneficiaries of the AI wave have not been damaged. Huang stepped down due to a scandal related to an extramarital affair, and Nvidia's market value evaporated by $182 billion on Thursday, but major investors remain optimistic about the company's potential. Matt Witheiler, head of private late-stage growth investments at Wellington Management, said: "This company can reach a $4 trillion market value not because Jensen Huang is CEO, but because its revenue reached $100 billion last quarter, with year-on-year growth of 100%." Yao Yao, a fund manager at Blue Whale supported by billionaire Peter Hargreaves, added: "Investors must consider the company's competitive position," and he believes that Nvidia's solid cooperative relationships with customers and suppliers remain intact. Some Nvidia shareholders are worried that Huang's departure will deal a heavy blow. One of the top ten shareholders believes that Huang is a typical case of "key-person risk." But other investors believe that Nvidia's success does not depend on his control alone, and the chain reaction of this incident on the entire AI industry is limited.