00:00Filling Jensen-sized shoes is a pretty tough bill.
00:02NVIDIA produces tens of millions of GPUs every year.
00:05That's not going to change overnight.
00:06NVIDIA has been the central bank, the focal point for all of the AI financing,
00:10for the infrastructure build-out, which, remember, is a substantial portion of the U.S. GDP.
00:15What happens from here?
00:16And doesn't NVIDIA eventually lose some clout?
00:18For example, I was talking to somebody recently who basically said
00:20the market has been evolving to demonopolize NVIDIA for some time in all kinds of ways.
00:25Without Jensen's strong leadership, with a leader who comes in who's maybe a little bit more circumspect,
00:29will NVIDIA stay big over time, over the next five years, 10 years, 15 years?
00:33So the board has installed its CFO, Colette Kress, as interim CEO.
00:37What does that choice signal?
00:39And is Kress a caretaker, or is she a real candidate for the job full-time?
00:44It is definitely a signal of responsibility.
00:46Kress has been there for a long time.
00:48That earnings call next week is going to be fascinating.
00:51What should we be listening out for?
00:53I think that they're going to have to come out directly and address what has happened
00:57and what the future looks like.
00:58The thing I will be watching for, from Kress particularly, is a vision of the future.
