Dylan Patel: Nvidia's next CEO must fend off chip teams at OpenAI, Google, Meta and AMD
bookwormengr · x · 2026-11-13
Dylan Patel of SemiAnalysis on Nvidia's succession challenge: the next CEO faces not ordinary rivals but in-house chip teams at OpenAI, Broadcom, Google, Anthropic, Meta, Amazon and AMD — all "fucking good" — plus a wave of capable startups.
He contrasts this with Lisa Su, who took down an "incompetent" Intel; Nvidia's successor faces an all-star lineup, making it a far harder fight. The poster calls it a Herculean task.
More from Companies & People
- CoRL 2026 wraps up with birthday tribute to Dieter Fox turning 60 — DJiafei · 2026-11-13
- Stanford's CS312 'Deep Learning Alchemy' opens quizzes and materials to the public — stanfordnlp · 2026-11-13
- Stanford Launches CS329Z: Engineering AI Agents, Taught by DSPy and SWE-bench Authors — stanfordnlp · 2026-11-13
- OpenAI Building Cybersecurity Tools for Automated Red Teaming and Patching — sven_ai · 2026-11-13
- Slavoj-style take on the Jensen Huang 'honeypot' saga: the system is the real cheater — danshipper · 2026-11-13
- Ex-NVIDIA Employee of 5 Years Pens Tribute to Jensen Huang's 'Lead With Kindness' Culture — petergyang · 2026-11-13