Cloud provider weighs Google and AMD chips after Jensen Huang's exit, fearing Nvidia no more
SumitGup · x · 2026-11-13
The Information reports exclusively that with Jensen Huang gone, an executive at a cloud provider that buys Nvidia chips says the firm is weighing alternatives from Google and AMD. The firm had considered diversifying before but was afraid of offending Huang.
The move suggests Nvidia's relationship-driven hold on cloud customers may loosen after the leadership change, opening the door for Google and AMD to court a customer they previously dared not approach.
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