The recent scandal involving Jensen Huang has a ripple effect not only on Nvidia but also on the entire AI infrastructure credit chain: 1. Jensen Huang's personal influence and the founder's control over the company are irreplaceable in the short term. While the already locked product roadmap won't be immediately affected, the founder's valuation premium will be reassessed, with a potential 15%–20% reduction. 2. Neocloud's incremental credit may be repriced: Nvidia launched a rental guarantee program in July, promising to lease back idle computing power; this commitment already amounted to $36 billion in Q1 2010. In August, it signed a memorandum of understanding with six Wall Street institutions for a $500 billion financing platform, retaining the option to guarantee up to $125 billion. Whether the new CEO will continue to provide incremental credit, whether to reduce the amount or freeze it entirely, remains uncertain. 3. The woman suspected by the US is a former executive of Singaporean data center operator Megaspeed. The investigation naturally targets Southeast Asian leasing channels, and export permit approvals in this direction may slow down significantly. 4. The portion of Capex that borrowed money from Nvidia's credit may see its computing power demand disappear directly, rather than being transferred. Therefore, the performance of the entire chip industry, such as Broadcom and AMD, which appear to benefit, may be affected.