Newshot Article title: 黄仁勋 Steps Down as 英伟达 CEO, Wall Street "Not Too Worried" About the AI Investment Boom
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黄仁勋 Steps Down as 英伟达 CEO, Wall Street "Not Too Worried" About the AI Investment Boom
IT Home, November 14 — According to a Bloomberg report on the 13th, Wall Street is not too worried about how much of an impact 黄仁勋's departure as 英伟达 CEO will have on the AI investment boom.
After trading opened on the 12th local time, 英伟达 shares plunged as much as 14%, dragging down other AI-related stocks. But as investors refocused on the long-term demand of the AI industry and began looking for companies that might benefit from the turmoil, the sell-off quickly eased. 英伟达 ultimately closed down 4.3%.
Steve Sosnick, chief strategist at Interactive Brokers, noted: "What the market cares about isn't assessing risk, but finding opportunity. Investors are thinking: 'If 英伟达 cedes the market, who stands to benefit?'"
Shares of Broadcom and AMD surged accordingly, becoming the stocks contributing the most points to the S&P 500 index. Investors believe the two companies are poised to capture business that 英伟达 loses due to the turmoil.
The Philadelphia Semiconductor Index fell as much as 3.7% at the open, but then recovered most of its losses, closing down only 0.5%.
Patrick Moorhead, CEO and chief analyst at Moor Insights & Strategy, believes: "In the short and medium term, I don't think this will change the AI investment landscape. Broadcom, Intel, and numerous startups all have the ability to fill much of the market gap that 英伟达 may leave behind."
According to IT Home's understanding, in recent weeks the market has been worried about whether the massive investments in AI can be sustained long-term, putting pressure on AI-related stocks. The results of the U.S. midterm elections also dampened the enthusiasm of some investors, as many state and local candidates opposed to building data centers locally won their elections.
However, Wall Street figures point out that large AI cloud service providers' commitments to maintain large-scale investment through 2027 can provide short-term support for the AI sector. 英伟达, with its performance-leading chip products, became one of the earliest beneficiaries of the AI boom, and 黄仁勋 also played an important role in promoting infrastructure construction and facilitating business partnerships.
But the development of the AI industry has long ceased to depend on 英伟达 alone.
Angelo Zino, senior vice president and head of technology research at CFRA, mentioned that recent earnings reports from AI companies show market demand remains strong. "The AI industry has developed to where it is today—it's long past the startup stage. I don't think 黄仁勋's departure can change all that."
The uncertainty that 黄仁勋's departure brings to 英伟达's future still cannot be ignored. He had previously invested 英伟达's profits into dozens of companies across the AI industry chain, forming a complex web of circular investment relationships. With 黄仁勋 leaving, some of these companies may be affected.
These concerns caused AI cloud service providers Nebius and CoreWeave to be sold off by investors at one point, and server manufacturer Supermicro also saw its shares plunge 11% due to another piece of news.
Brian Colello, equity strategist at Morningstar Investment Services, noted: "If 黄仁勋 had worked with some small companies, given them support, or even invested directly, allowing them to benefit from his endorsement, then that advantage will also disappear with his departure."
Colello believes that 黄仁勋 has long been a representative figure of the AI industry and a highly respected technology promoter, and the AI industry will to some extent lose a leader who waved the flag for technological development and promoted AI's advantages. "英伟达's new CEO will also need to take on this work—this is just one of many responsibilities."
Nancy Tengler, chief investment officer at Laffer Tengler Investments, believes: "One thing I've learned over all these years: no one is irreplaceable. I don't think this will have a noticeable impact on the entire AI investment market. For 英伟达 shareholders, this is just an unfortunate little episode."
Alan Bond, managing director and portfolio manager at Jensen Investment Management, noted: "AI is a transformative technology, and that won't change. There are still many uncertainties in AI's development, but one thing is very clear: AI requires extremely massive and costly computing power. We believe this round of infrastructure buildout will continue."
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