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Nvidia's board forced the departure of Jensen Huang, who led the company for 33 years and made it a major sponsor of the artificial intelligence boom. The market was afraid, first of all, of the companies that live off Nvidia money, including Nebius of Arkady Volozh. So far the competitors are winning. AMD, Broadcom and Alphabet, and in Washington, Huang's resignation gave a trump card to supporters of strict restrictions on chip exports to China.