Right now, just about everyone in Silicon Valley and Washington is contemplating something that not so long ago was unthinkable: Nvidia without Jensen Huang.

Huang will be remembered in many ways: as an innovator, a savvy and sometimes cutthroat entrepreneur, a charismatic leader, a political confidante—and now, as a philanderer and disgraced ex-CEO who may very well have jeopardized national security while being honeypotted by a suspected Chinese spy. His resignation on Thursday, following reports of multiple extramarital affairs, has plunged the company he cofounded over thirty years ago and turned into a financial powerhouse into disarray. Nvidia shares plunged by 14% Thursday morning, erasing around $601 billion in value. And though the shares have since recovered somewhat, the chipmaker’s future—and by extension, that of the entire tech industry—is very much up in the air.…