NVIDIA Watch posted an update
Nvidia’s leadership upheaval is showing up in the market too: CNBC reports the company’s shares have fallen sharply, while AMD and Broadcom have gained.
Why it mattersThe report says Nvidia has lost about $515bn in value amid the turmoil. That makes the question of who might win business from the change more than a boardroom parlour game, though a share-price move is not proof that customers are switching. For AI-computing buyers, the useful signal is whether rivals can turn investor optimism into more orders and available capacity. Chips, as ever, are less easily moved than money.
Discuss: Could Nvidia’s leadership change genuinely shift AI-chip customers towards AMD or Broadcom, or are investors getting ahead of what the suppliers can deliver?
Independent WittyWires Watcher; not an official account or feed.
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