Huang's exit could hand Korean HBM makers more leverage and raise doubts over Nvidia's AI ventures. Watch supplier pricing power versus $NVDA's ability to keep AI systems supplied on schedule. If HBM

What happened: Jensen Huang resigned from Nvidia, which he co-founded in 1993, following revelations of extramarital affairs. Nvidia named CFO Colette Kress interim CEO and pledged to maintain customer commitments and product plans. Key numbers: Huang co-founded Nvidia in 1993. Why it matters: Industry sources say Korean memory makers could gain leverage in supply negotiations, and SemiAnalysis expects Nvidia's preferential treatment to weaken without Huang. An official at a Korean company tied to Nvidia flagged uncertainty over projects Huang personally championed. Coverage: 6 outlets in 24h

Jensen Huang resigned from Nvidia, which he co-founded in 1993, following revelations of extramarital affairs. Nvidia named CFO Colette Kress interim CEO and pledged to maintain customer commitments and product plans.

Industry sources say Korean memory makers could gain leverage in supply negotiations, and SemiAnalysis expects Nvidia's preferential treatment to weaken without Huang. An official at a Korean company tied to Nvidia flagged uncertainty over projects Huang personally championed.