Nvidia faces new pressure as Jensen shifts energy into robotics
Sundar Pichai is pushing Google hard into the center of the AI fight, and the pressure is now pointed straight at Jensen Huang’s control of Nvidia’s turf. The warning is coming from Stephen Witt, the author of the Jensen biography The Thinking Machine. Steve told Yahoo Finance that Google is the biggest risk to Nvidia right now. He pointed at Gemini, which he called the “best AI right now in the benchmarks outside the Nvidia stack.” That line alone tells you why this rivalry suddenly feels sharper. Gemini runs only on Google’s own TPUs. If Google can keep building top models on chips it made in-house, Sundar sets a path other giants can copy. Steve said that it is a “huge risk” for Nvidia. He added that “if Google ends up winning this AI race … Nvidia will be in trouble.” The point landed because Nvidia is already dealing with Broadcom and AMD. Steve said that mix makes it “very easy to imagine a world” where Nvidia stock falls after jumping more than 1,270% in five years. That is the kind of run that scares every crypto and tech trader who knows what happens when the air gets too thin. Nvidia faces new pressure as Jensen shifts energy into robotics Steve said Jensen is already trying to get ahead of the threat by putting a big part of his energy into robotics. He said Jensen wants Nvidia to lead the next big wave because “that will mean several trillion dollars in market capitalization for this company.” The focus makes sense for a CEO who knows Google has enough muscle to shake the whole chip market the second it proves its stack can scale. But Nvidia has a different problem too. Steve said “it’s just Jensen at the top.”He said there is no second in command, no clear successor, and no signal from the board. He said Jensen has not laid out any plan at all. That means a $4 trillion company, which is more than 8% of the S&P 500, sits on one man’s shoulders. Every trader knows that kind of setup makes markets nervous because any future change becomes a question mark tied to one person. Steve called Jensen a “world-class engineer” who could “design these microchips himself.” He said the next CEO must have that same skill. But he added that Jensen’s two children, who work at Nvidia, do not have technical backgrounds, so they are not in the running. That detail puts more weight on the fact that no other internal name has surfaced. Steve also described what he sees behind Jensen’s stage look. He talked about the leather jacket, the sharp delivery, and the planned moments at every event. He said Jensen is a “performer” who engineers his appearances. He added that public speaking “does not come easily for him.” He said Jensen is “almost totally neurotic” and pushed by fear, guilt, and shame, not optimism. And in this market, with Google pressing forward and President Trump’s policies shaping tech competition, that mindset shapes how Nvidia moves. Sharpen your strategy with mentorship + daily ideas - 30 days free access to our trading program