黄仁勋突然卸任英伟达CEO：AI芯片霸主迎来分水岭时刻

Mobile World Live ( MWL ) brings you our top three picks of the week as Nvidia faces an uncertain future following the departure of its long-time chief Jensen Huang, Anthropic targeted a record-breaking IPO valuation and Amazon-owned Ring expanded into autonomous security robotics. Huang resigns as Nvidia CEO, CFO Kress named interim chief What happened: Nvidia CEO Jensen Huang resigned as president, chief and board member, with CFO Colette Kress appointed as interim CEO and Harvey Jones named as the chipmaker’s first-ever board chair. Why it matters: Huang’s seismic departure follows reports of an alleged affair with a woman accused of being a Chinese intelligence agent , alongside two separate relationships with Nvidia employees. Huang co-founded Nvidia in 1993 and led its transformation into a dominant supplier of chips powering the global AI boom. eMarketer senior analyst Asa Hiken called his exit “a watershed moment for Nvidia”, warning the company now “has to prove it can maintain its AI dominance without the leader largely responsible for building it”. She argued uncertainty will ripple through the broader AI industry’s given its “heavy dependence on Nvidia’s chips”, adding the allegations also raise “much bigger questions about the security risks facing companies at the centre of the AI race”. PP Foresight chief analyst Paolo Pescatore said replacing Huang would be “exceptionally difficult”, especially “amid unprecedented infrastructure spending, growing scrutiny over returns and escalating geopolitical tensions”. In a post on Truth Social, US President Donald Trump said Huang “has done a fantastic job” and suggested Apple executive chairman and ex-CEO Tim Cook take his place, adding, “a legend replaces a legend”. Cook stepped down as the iPhone-maker’s chief in September. It remains unclear whether he has any interest in the role or whether Trump’s suggestion was serious. Anthropic targets $1.3T valuation in IPO What happened: Anthropic is targeting a valuation of more than $1.3 trillion in its Nasdaq IPO, with trading slated to begin on 19 November under the ticker ANT. Why it matters: A registration statement filed with the US Securities and Exchange Commission (SEC) outlined plans to sell 825 million Class A shares at $70 to $78 each. At the midpoint, the offering would raise more than $61 billion. Underwriters also have the option to purchase a further 123.75 million shares. The filing includes a $26 billion private placement of non-voting stock, with Google and Nvidia each expected to invest around $10 billion. Microsoft, AMD, Broadcom, Micron and TSMC are also participating. Michael Baker, head of UK premium clients at Capital.com, told Reuters : “It’s a huge valuation, and I ?think it will take a lot to convince investors that it represents a fair price.” However, demand is already running ahead of supply. Bloomberg reported orders were several times the number of shares available, with Anthropic now targeting a fully diluted valuation of around $1.4 trillion. The company and its co-founders are seeking to raise as much as $90.4 billion through the IPO and private placement combined. Anthropic reported a revenue run rate of $81 billion at the end of October, but has committed to about $900.9 billion in purchases and leases, mostly for computing infrastructure. Art Hogan, chief market strategist at B Riley Wealth, told Reuters that public trading should provide more information on the company’s performance and “how long it will take to turn that revenue growth into earnings growth”. Meanwhile, Patrick Armstrong, chief investment officer at Plurimi Wealth, told the publication a disappointing listing could take “further wind out of the sails of the AI market”. Smart home player Ring moves into robotics What happened: Amazon-owned Ring expanded beyond cameras and doorbells into robotics, launching two autonomous security devices designed to patrol homes and businesses. Why it matters: The $250 Ring Drone Cam is an indoor quadcopter that records video in 2K, uses LED lighting for low-light operation and can be programmed to patrol a property at specific times through Amazon’s Alexa Home Map. It also integrates with Ring’s existing security devices and can fly to locations where alarms are triggered. For enterprises, the company unveiled the $1,000 Ring Rover Cam, a mobile security robot that follows predetermined routes and streams continuous 4K video to Ring’s mobile app. Both products use the company’s proprietary AI Pilot system, which maps environments, recommends patrol points and navigates around obstacles autonomously. Ring’s move reflects a wider shift in a smart home market increasingly built around connected services rather than standalone devices. Grand View Research valued the sector at $162.8 billion in 2025 and predicted it will reach $887.4 billion by 2033. Security and access control accounted for more than 31% of revenue in 2025, making it the