City analysts are weighing up the potential impact of the Nvidia scandal, and pondering whether it could cost Jensen Huang his job. Ipek Ozkardeskaya, senior analyst at Swissquote, points to the company’s crucial role at the heart of the AI boom: One reason Nvidia fell so much is that it has positioned itself as the mascot, the face of the AI trade. The company is at the epicentre of the AI boom, with the most powerful—and premium—product range, financial deals, investment support and broader commitments involving many companies to keep orders coming. And CEO Huang has been a central figure at Nvidia: besides having a far-reaching vision of what AI will look like—and therefore staying a step ahead in terms of business decisions—he has also been involved in politics and helped shape decisions regarding the White House’s China policy within the broader technology war. The risk is: if he has to leave, who will replace the man in the black leather jacket, and what will the broader implicat