Odd Lots: Wall Street and the Post-Huang Nvidia Era (Podcast)

Nvidia's post-Jensen Huang era has just begun and there are so many open questions about the company's future. Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia a

Nvidia's post-Jensen Huang era has just begun and there are so many open questions about the company's future. Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia a