Counterpoint: Huang Renxun's departure triggers a transformation in the AI industry's pace, six impacts analyzed

Huang Renxun's departure from NVIDIA resets the AI value chain rhythm, with a stable short-term roadmap but subsequent decoupling; a leadership vacuum in the five-layer AI architecture affects sovereign AI cooperation and new cloud vendor financing; changes in the supply chain landscape open a window for competitors, with diversification in cloud vendor ASIC roadmaps.