India, Nov. 13 -- Jensen Huang's exit as Nvidia's chief executive, a week before Anthropic is due to begin trading in what could be the biggest stock market listing on record, has put a spotlight on the chipmaker's $10 billion pledge to the artificial intelligence (AI) company, and on how chipmakers' balance sheets prop up the AI industry's borrowing.

"A leadership transition could prompt Nvidia's board to reassess the size, timing or strategic rationale of the commitment to Anthropic," Mandeep Singh, an analyst at Bloomberg Intelligence, wrote in a note on Wednesday.

Huang resigned from Nvidia on Thursday following reports of affairs, one of which involved a woman that US officials believe was spying for China. Beijing has denied the a...