Ming-Chi Kuo: Jensen Huang is irreplaceable in AI chip technology planning and commercialization iteration.
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Analyst Ming-Chi Kuo stated that the uncertainty surrounding the succession of Nvidia's (NVDA.O) management caused by Jensen Huang's departure has created a market share opportunity for Google's (GOOG.O) self-developed AI chip, the TPU. Regarding Trump's comments about Cook succeeding Huang, Ming-Chi Kuo believes Cook excels at cost management, while Nvidia has room for improvement in supply chain cost management. However, in terms of new technology planning and development, only Huang currently possesses the ability to integrate cutting-edge technologies into AI chips and server rack solutions while maintaining rapid commercialization iterations.