According to CoinMeta, a senior executive from a cloud provider stated that the uncertainty surrounding Jensen Huang has prompted the company to re-evaluate its partnerships with Google and AMD products. The executive mentioned that previously, there were concerns about offending Jensen Huang, which hindered efforts to diversify partnerships. Now, there are fears that his absence could impact the quality and roadmap of NVIDIA's future chips. Analyst Jukan pointed out that preventing major customers from diversifying their servers to other chip manufacturers will become a temporary challenge for CEO Colette Kress and its future successors. Multiple customers indicated that demand for NVIDIA chips remains high in the short term, and changes in the management team have not altered the market's perception of NVIDIA as the best option for server chip industry AI. Colette Kress also needs to manage the company's relationships in Washington. Jensen Huang has close ties with U.S. President Donald Trump and has pushed for adjustments to export restrictions against China; however, his style is described by some as aggressive, and he feels under pressure. The uncertainty surrounding the leadership is beginning to weaken NVIDIA's lock-in effect among its customers.