Jensen Huang resigned immediately as Nvidia's president, chief executive and director after an affair scandal escalated into a national security issue, ending his 33-year run at the company he co-founded in 1993. Nvidia's board appointed Chief Financial Officer and Executive Vice President Colette Kress as interim CEO while she retains her existing roles. Analysts said the departure is unlikely to materially weaken Nvidia's fundamentals because the company has entered its Vera Rubin cycle, secured its supply chain and fixed its product roadmap through 2028. Nvidia's mass-production plans for Vera Rubin and supply agreements with major customers have largely been set, though investors will watch for changes to supplier allocations or joint-development schedules. Nvidia's China exposure has declined, but a probe into possible violations of China export controls and potential indirect shipments through Asia remain risks. Nvidia shares fell 11% last week, while AMD and Broadcom rose 30% and 24%, respectively. Samsung Electronics and SK Hynix supply high-bandwidth memory, or HBM, for Nvidia's AI accelerators, while Samsung Electronics and Isu Petasys could benefit if Nvidia rivals gain ground. The Nasdaq Composite and S&P 500 nevertheless ended four-week losing streaks despite volatility in artificial-intelligence markets.