Atlas Research Note

NVIDIA CEO Transition: What It Means for Chips in Our Models

Ben Bajarin · November 12, 2026

Creative Strategies Atlas | November 12, 2026 In our free note today we said that losing Jensen Huang as a visionary, tone setter and spokesperson is a real loss for the industry, but we do not think anything changes strategically for NVIDIA, and our conviction is that Ian Buck is the best choice to take over as CEO. Here we want to go a level deeper on what this means for chips in our models. We have a full accelerator forecast where we had already made assumptions about wafer volumes by customer, and while that is unchanged as of now, we want to show where those wafers sit today, who they would go to if more interest comes to non-NVIDIA solutions, and the very early signals we will watch.

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NVIDIA CEO Transition: What It Means for Chips in Our Models

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