Asked an AI who wins post-Jensen: Broadcom over Google, says Tessara
tengyanAI · x · 2026-11-13
The author asked Tessara who wins now that Jensen is out at NVIDIA; its top answer: Broadcom > Google, because AVGO can capture custom-chip and networking spend. The report notes Huang resigned immediately with Colette Kress as interim CEO, though that doesn't imply an immediate order shift.
More from Companies & People
- Sunil Pai on starting a new chapter: like joining a school mid-year, winter lock-in ahead — threepointone · 2026-11-13
- NVIDIA shares 2016 photos of Jensen Huang hand-signing the first DGX-1 delivered to OpenAI — tszzl · 2026-11-13
- Microsoft 365 outage worsens: Exchange Online fixes "not taking as expected" — Kyrannio · 2026-11-13
- Reddit hires chris_trag as Head of Dev Relations after nearly 20 years on the site — erinmikail · 2026-11-13
- WSJ: Cloud providers fleeing Nvidia as wafer commitments hit Huang like an avalanche — SumitGup · 2026-11-13
- 'Jensen made so many people rich, now he has almost no friends' — Silicon Valley gossip — AlexTensor · 2026-11-13