Nvidia Board Ousts Jensen Huang; Analyst Warns of AI Economy Shock

The board's decision strips Nvidia of the figure most associated with its AI leadership, and the analyst's framing suggests the risk is as much about confidence as operations. Because so much of the AI buildout runs through Nvidia hardware, the shock is systemic rather than company-specific — anyone exposed to AI infrastructure, not just Nvidia holders, sits inside the blast radius. The open question is whether the board's move is followed by a credible succession story; without one, the uncertainty Hiken flags could linger across the wider AI economy.