According to CoinMeta, analyst Ming-Chi Kuo stated that the sudden resignation of NVIDIA CEO Jensen Huang has created uncertainty regarding the company's management succession, which may present an opportunity for Google to gain market share with its self-developed AI chips. As cloud computing companies re-evaluate their AI computing power supply options, Google is expected to win the trust of customers and suppliers. Broadcom and MediaTek may become the focus of attention in the short term. Kuo believes that Jensen Huang's resignation means that the one-time negative event affecting NVIDIA's stock price has been largely absorbed, and the subsequent investigations may have a less significant impact on the stock price. However, the management transition and potential organizational restructuring could still affect NVIDIA's long-term competitiveness, with the effects not expected to be apparent until at least 2028. In terms of the supply chain, Kuo noted that Jensen Huang maintained the rapid iteration of NVIDIA AI chips by locking in supplier capacity and promoting upgrades in component specifications. In the future, it will be important to monitor whether suppliers adjust their production capacity reservations and new technology development plans, as these long-term commitments are among the key factors supporting NVIDIA's high valuation.