Nvidia can be worth up to 30% less if Jensen Huang stops being CEO, says Dan Ives

Analyst Dan Ives, as reported by Exame, estimates that Nvidia could lose up to 30% of its value if CEO Jensen Huang departs, framing the company's market price as heavily dependent on its founder-leader. The transmission channel here is equity valuation tied to key-person risk: a premium multiple that investors assign to continuity of strategy, execution on AI chip demand, and the company's credibility with hyperscale customers. NVDA is the directly exposed asset, and because it carries substantial weight in major AI-linked indices and semiconductor benchmarks, sentiment shifts around its leadership can spill into broader technology and AI-infrastructure positioning. The headline is a hypothetical risk assessment rather than a reported succession event, so the immediate move depends on whether any actual leadership signal emerges. Traders should watch Nvidia's next quarterly earnings report and any management commentary on succession planning, as guidance on data-center demand would test whether the market's valuation premium rests on Huang personally or on the company's broader franchise.

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