Nvidia $5.1T Stock Faces CEO Huang Exit Risk After China Share Drops to Zero

Speculation swirls around Nvidia CEO Jensen Huang potentially stepping down, a risk that could compress the $5.1T stock's lofty multiples despite robust fundamentals like $95.2B supply commitments. The story ignited on May 4 when Huang confirmed zero market share in China due to U.S. export controls, following $19.67B FY revenue from the region and despite a February H200 license. May 6 updates highlighted resilience with FY2026 revenue of $215.9B (up 65% YoY) and $78B midpoint Q2 guidance (77% YoY growth), framing China as an absorbable headwind. Shares closed at $211.50.