The leadership crisis at Nvidia (NASDAQ:NVDA) has prompted concerns about the wider semiconductor industry, with Lynx Equity Strategies analyst KC Rajkumar warning that uncertainty surrounding artificial intelligence investment and US export policies could affect earnings expectations across the sector. In a research note titled “AI Semis: The Calm Before the Storm,” Rajkumar suggested that investors were struggling to assess the potential consequences of Nvidia chief executive Jensen Huang’s su