NVIDIA ($NVDA) customers considering purchasing Google and AMD chips
Original headline엔비디아($NVDA) 고객사, 구글·AMD 칩 구매 검토
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A cloud customer purchasing Nvidia ($NVDA) chips is evaluating Google and AMD ($AMD) AI chips as alternatives, a shift that follows the departure of Nvidia's CEO as the vendor relationship is reassessed. An unnamed executive at the company said it had tried to diversify suppliers before but worried about upsetting the CEO at the time, adding that not reviewing other options would be foolish. The Information reported the review, noting other customers still rate Nvidia's AI server chips as industry-leading and expect them to remain sold out at least in the near term. The move matters because it signals early erosion of Nvidia's pricing power and customer lock-in even as demand stays strong. What to watch next is whether the evaluation converts into actual orders for Google and AMD and whether other large cloud buyers follow with their own diversification plans.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
NVIDIA (NVDA), AMD (AMD), Google (GOOGL), The Information
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