Nvidia's post-Jensen Huang era has just begun and there are many open questions about the company's future: Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? 

Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia. He talked to Odd Lots about the cloudy outlook at the company, why he chose to downgrade Nvidia's stock, the surreal experience of covering Jensen's fall as an analyst, and what he's paying attention to ahead of Nvidia's earnings this week. 

We'd also be remiss if we didn't recommend another Odd Lots episode with Bloomberg tech reporter Mackenzie Hawkins that published earlier this week. It dives into her excellent reporting around Megaspeed and how this Singapore-based neocloud company became the center of such controversy. Listen: Apple / Spotify

Read more:
‘I’m a Piece of Sh--’: Jensen Huang’s Last Hours as Nvidia CEO
Alice Huang-Linked Firm Procured Banned Nvidia Chips in China