The Information: After Jensen Huang's departure, Nvidia's cloud service provider customers are considering switching to Google and AMD chips.
Original headlineThe Information：黄仁勋离职后，英伟达云服务商客户考虑改用谷歌和 AMD 芯片
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Nvidia CEO Jensen Huang has resigned, prompting at least one cloud service provider that buys Nvidia chips to consider switching to alternatives from Google and AMD, according to The Information. The executive said the company had wanted to diversify its chip suppliers before but held off for fear of offending Huang. Nvidia has named longtime CFO Colette Kress, who joined the company in 2013, as interim CEO to steer it through the uncertainty caused by Huang's abrupt departure. The shift matters because Nvidia's data-center customers are its largest revenue base, and any move toward Google TPUs or AMD accelerators could erode its dominance in AI chips. Investors should watch whether other cloud providers follow suit and how quickly Kress stabilizes customer relationships.
Muhabbit's AI wrote this summary in its own words from TechFlow's report and translated it from Chinese. It can get details wrong, so check the source.
Named in this story
Jensen Huang, Nvidia (NVDA), Colette Kress, AMD (AMD), Google (GOOGL)
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