Jensen Huang (젠슨 황) resigned as Nvidia CEO on Nov. 11, raising the prospect that the money Nvidia has supported for AI startups and cloud companies could shrink, The Information reported on Nov. 12.

Venture capitalists, startup founders and semiconductor industry executives expect Nvidia to slow the pace of investment, the report said. Nvidia has struck deals worth $140 billion this year in two months, including large credit guarantees. It also plans to put $10 billion into Anthropic's initial public offering next week.

But interim CEO and Chief Financial Officer Colette Kress (콜레트 크레스) is expected not to push deals as quickly as Huang. Kress has previously opposed deals pushed by Huang.

The most vulnerable are companies raising funds in anticipation of Nvidia investment. Australian cloud company Permus has sought to raise at least $2 billion from private investors after withdrawing its IPO, and Nvidia discussed an investment in late last month.

Nvidia has also discussed backing borrowing used to build data centres with neocloud company Enscale. The guarantee is estimated to exceed $5 billion, and a contract had not been signed by the end of October. It is also not confirmed what the status is of talks for Nvidia to invest an additional $1 billion in humanoid robot company Figure AI.

There is speculation that startups that have already signed contracts will be safe. People at Safe Superintelligence, which Nvidia is investing $5 billion in, and at Thinking Machines Lab, which Nvidia is investing about $2.5 billion in, believe the investments will be maintained because they signed legally binding agreements months ago.

Listed cloud companies have also come under the direct impact of Huang's resignation. Shares of CoreWeave and Iren, which Nvidia has supported, fell about 7 percent on Nov. 12. Most expectations for a so-called 'Nvidia put' - that Nvidia would step in during difficult times - have also disappeared, The Information reported, citing finance industry executives.

Even so, investors think the motivation to support startups that buy Nvidia chips remains even without Huang. AMD and Broadcom do not have the ability to take on large-scale credit guarantees like Nvidia, The Information reported, citing semiconductor industry executives.