What happened
Nvidia CEO Jensen Huang’s resignation has raised questions in Israel about the company’s future commitment to the country, where it employs 6,000 people and built its largest R&D facility outside the U.S. Investors say leadership uncertainty could give competitors an opening, though any slowdown in AI spending could shrink the opportunity. Challengers still need to show that their chips or inference software offer better economics, Vertex Ventures Israel’s Yanai Oron and Selah Ventures’ Adi Levanon said.