Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era

When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.