Jensen Huang exits Nvidia; Gary Marcus warns AI funding at risk

Jensen Huang's departure comes as Nvidia's investment strategy has been central to the AI boom, with the chipmaker funding companies across the ecosystem that then purchase its chips. Gary Marcus, speaking on CNBC's "Fast Money," described Huang as a major risk-taker willing to invest heavily, and suggested that interim CEO Colette Kress might take a more conservative approach. Marcus pointed to Anthropic's anticipated initial public offering, suggesting that roughly $10 billion in expected funding could come from Nvidia; if that commitment were reduced to $7 billion, the shortfall could create significant complications for large language model developers that are losing money and need substantial investment. He warned that "any kind of move like that and the whole thing might collapse." Separately, The Telegraph reported that Nvidia-backed British cloud and data-center provider Nscale is considering delaying its planned $35 billion stock market listing until next year, and Nvidia shares were up 0.99% in after-hours trading at $167.84.