Newshot Title: 黄仁勋 Resigns as 英伟达 CEO, Dealing a Blow to Global AI Stocks; AMD and Broadcom Buck the Trend
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黄仁勋 Resigns as 英伟达 CEO, Dealing a Blow to Global AI Stocks; AMD and Broadcom Buck the Trend
IT Home, November 12 — According to Reuters, 黄仁勋 has resigned as 英伟达 CEO as an extramarital affair scandal continues to escalate, triggering a sharp selloff in global AI stocks on Thursday.
The sudden leadership change at 英伟达 has also added new risk to an AI industry already facing financing and regulatory pressure.
英伟达 announced that CFO 科莱特 · 克雷斯 will serve as interim CEO while the company searches for a permanent successor.
As a core player in the AI supply chain, 英伟达 not only supplies chips but also provides funding for data centers and other infrastructure projects that use its chips — a business model that has come under scrutiny over circular financing concerns. As 英伟达 sinks deeper into crisis, the entire AI industry faces new pressure.
英伟达 shares fell 8.2% in early trading, hitting their lowest level in more than 16 months, and its market capitalization dropped below $4 trillion for the first time since July 2025.
CoreWeave, a new cloud computing provider backed by 英伟达, fell 9.1%. Just one trading day earlier, CoreWeave had led an AI stock rebound on strong earnings, surging more than 27% in a single session.
Other new cloud computing providers were not spared either, with IREN and Applied Digital both falling. Nebius plunged 16.2% after announcing that its 2026 revenue would come in near the low end of its previous forecast range.
Since 英伟达's board announced on Sunday that it was investigating 黄仁勋's extramarital affair scandal, the company has shed more than $550 billion in market value (IT Home note: roughly 3.68 trillion yuan at current exchange rates).
Steve Sosnick, chief market analyst at Interactive Brokers, noted: "英伟达 has a tangled web of dealings with a great many companies across the industry. Does that make the whole industry more stable, or more fragile? As events become clearer over the coming weeks, the answer will emerge."
Data from analytics firm ORTEX shows that investors shorting 英伟达 have booked $9.6 billion (roughly 64.184 billion yuan at current exchange rates) in paper gains this week alone.
Chipmakers, long seen as the main beneficiaries of the AI boom, were also among the hardest hit in the selloff, with the Philadelphia Semiconductor Index down 1.3%.
Marvell fell 3.8%. In June this year, 黄仁勋 singled out Marvell as a potential "next trillion-dollar company."
Oracle also fell 2.6% as the company expands its cooperation with 英伟达 on cloud AI chips.
Other tech stocks came under pressure as well. Micron fell 2.5%, while SanDisk and Western Digital dropped 6% and 3.7%, respectively. Photonics makers Lumentum and Coherent, along with AI server maker Dell, fell between 3% and 5.1%.
Construction and power equipment maker Caterpillar and utility Vistra each fell about 0.5%.
Two other AI chipmakers competing with 英伟达, AMD and Broadcom, bucked the trend, rising 3.7% and 5.6%, respectively. Investors expect that turmoil at 英伟达 could create opportunities for rivals.
Shares of major cloud providers such as Alphabet, 亚马逊 and Microsoft also rose 0.8% to 2.7%.
Global tech markets were rattled as well. Stock markets in Japan and South Korea both closed down nearly 0.7%, and European tech stocks fell about 1%.
Data compiled by London Stock Exchange Group shows that 英伟达's forward 12-month price-to-earnings ratio is now about 12 times, the lowest since November 2012.
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