Jensen Huang’s exit tests Nvidia’s supply chain clout, ability to bankroll AI buildout

For years, Jensen Huang was more than Nvidia’s CEO – he was a key figure driving the artificial intelligence boom, parlaying close ties with Asian chip foundries and aggressive financial backing into an unprecedented global buildout of data centres.

Following his sudden resignation, the industry is confronting two immediate questions: without Huang’s personal relationships in Taiwan and South Korea, can Nvidia defend its priority access to scarce chipmaking and memory supply?

And will it...