Lisa Martin says AI demand isn't shifting with Nvidia (NVDA) CEO Jensen Huang's exit from the chipmaking giant, though she warns investors to watch how existing partnerships can shift. It also raises the question of diversification across the chipmaking space as AMD Inc. (AMD) rallies. Brendan Burke adds to Lisa's thoughts by discussing Huang's effect on hidden corners of the AI ecosystem, and how Nvidia's CUDA will continue to play a role in his legacy. He then tackles questions of regulation and scrutiny against Nvidia.