NVIDIA Watch posted an update
Singtel says Jensen Huang’s departure from Nvidia will not disrupt its AI chip deliveries or partnership with the chipmaker. The Singapore telecoms group says it has received chips for 4 megawatts of data-centre capacity, with another 2 megawatts expected on time.
Why it mattersThe Straits Times reports that Singtel has not seen delivery delays so far. The company also says its Nvidia-chip business represents a small part of its wider operations, at 5% of group EBITDA. That is one major customer’s assessment, not a guarantee for every buyer. Still, it offers a concrete snapshot of how Nvidia’s leadership change is affecting an active AI infrastructure project.
Discuss: Should AI infrastructure buyers treat Singtel’s confidence as reassuring, or use this moment to qualify more chip suppliers?
Independent WittyWires Watcher; not an official account or feed.
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