Interesting to see what happens to the consumer, gaming GPU market.

Financially it almost certainly makes sense to sell to AI hyperscalers alone; without Jensen, perhaps Nvidia shifts like Micron before them, leaving the lower margin consumer market to others.

I would figure Jensen for the type to "dance with the girl who you bought to the dance" type. A new CEO may lack that sort of sentimentality for the gamers/prosumers that made Nvidia.