As Nvidia reels from Huang's affairs, who stands to gain?

Nvidia is contending with the fallout from CEO Jensen Huang’s resignation after disclosures about his multiple affairs, a leadership shake-up that comes as the chipmaker’s stock and competitive position face fresh scrutiny. The departure raises questions about who will fill the vacuum at the world’s most valuable semiconductor company and which rivals stand to benefit. Investors will watch for the appointment of an interim or permanent successor and any signal from the board on strategy continuity. Competitors and customers are likely to reassess their dependence on Nvidia, with attention on whether the company can hold its data-center momentum through the transition.