Nvidia's $164 billion AI strategy faces an unexpected threat Faizan Farooque Thu, November 12, 2026 at 6:54 AM EST 1 min read NVDA -7.78% CRWV -7.68% AMD +2.22% OPAI.PVT 035420.KS -6.43% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Shares of Nvidia Corp. (NVDA, Financials) dropped 8% in after-hours trading amid fears that CEO Jensen Huang's exit might disrupt chipmaker's plans to bankroll major AI projects.The slide came after reports that Nvidia's board was assessing Huang's future amid questions about personal relationships. The problem isn't only about Nvidia's leadership.The company is a prominent AI infrastructure financier, investing in customers and supporting data center projects that employ its processors.Nvidia reported $164.5 billion in liabilities on its most recent earnings release. Examples include a $105 billion commitment for an Ohio data center project with OpenAI and more than $50 billion in lease and capacity guaranties.Investors fear the new CEO may revisit some of those deals, thereby hurting Nvidia's partners. CoreWeave shed more than 6% in after-hours trading, while Naver fell almost 6%.Traders weighed whether leadership instability may boost rival chipmakers, lifting AMD and Broadcom. Experts said Huang's resignation will not impair customer demand for Nvidia or its groundbreaking chip technology, despite warnings.Nvidia's AI computing future rests on whether another executive can keep the long-term mindset. Huang has led the company for over three decades and Nvidia has not identified a successor.Investors will be watching Nvidia's earnings release for word on leadership, financial commitments and sales expectations.
