JH was an actual founder with technical know-how, not some silver-spoon grifter who came in, bought other peoples' companies, and then pretended to be a genius. He has more in common with Steve Wozniak than Elon Musk (but some huge differences too).

Nvidia is not going to be able to replace JH easily. Their corporate structure was fairly flat. Either everybody was working independently or everybody was looking to JH for oversight. The latter is more likely. Nvidia's CFO is stepping in as interim CEO but, if, a couple weeks ago, you'd told me that Nvidia needed to be more money focused, I'd have laughed my butt off. Neither an ex-CFO nor an off-the-shelf CEO is what Nvidia needs if they want to avoid a huge shakeup of their structure and risk stalling for a bit.

If Nvidia stalls, other chip manufacturers are poised to step in. AI, as a field, will be fine even if the bubble pops. It's possible this might create a pause right when it will be useful.