Nvidia’s biggest crisis isn’t Jensen Huang stepping down—it’s chip competitors rubbing their hands with glee!

News of Jensen Huang’s resignation broke, and those who may be happiest are not investors, but Nvidia’s competitors.
Why? Because Nvidia has long held a central position in the AI chip industry. For competitors to seize market share, they need not only to compete on technology, but also to wait for an opportunity that prompts customers to reassess their suppliers.
Now that leadership has suddenly changed, the market will naturally ask: Will Nvidia’s technology roadmap change? Will customers diversify their suppliers? Will the trend toward developing their own AI chips accelerate?
AMD, in-house chip teams at cloud computing giants, and other AI accelerator makers may all seek opportunities as customers diversify their risk.
But don’t rush to declare the end of the Nvidia era. To take market share, competitors must offer genuine advantages in performance, software compatibility, supply capacity, and total cost of ownership.
After all, chips aren’t phone cases; you can’t switch brands today and expect all software to become compatible automatically tomorrow.
Nvidia’s real advantage lies in the ecosystem formed by its hardware and software. What competitors have to challenge is not one GPU, but an entire industry system.
So Jensen Huang’s departure may open a window for competitors, but whether they can push the door open depends on their products and customers’ choices. #每周来晒 and #黄仁勋辞职