According to CoinMeta, analyst Ming-Chi Kuo stated that the uncertainty in NVIDIA's management succession caused by Jensen Huang's sudden resignation may create an opportunity for Google to expand its market share with its self-developed AI chips TPU. He pointed out that Tim Cook is likely only skilled in cost management, while NVIDIA still has significant room for improvement in supply chain cost management. Kuo emphasized that only Jensen Huang was able to effectively integrate the world's most advanced technologies into NVIDIA's AI chip and chassis solutions CEO while maintaining rapid commercialization and iterative updates.