Nvidia CEO Jensen Huang's letter to staff about affair

Re:Nvidia CEO Jensen Huang's letter to staff about affair by Tadpole9181 on Sunday November 08, 2026 @06:28PM (#50418828)

I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by danpalmer on Sunday November 08, 2026 @06:41PM (#50418943)

Google, Microsoft, Amazon, AMD, Apple, Huawei...

These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by andsoitis on Sunday November 08, 2026 @06:46PM (#50418994)

> Google, Microsoft, Amazon, AMD, Apple, Huawei...

Which of those sell chips at the Nvidia caliber sell to AI model builders in the US (not use internally)?

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by IncreasePosts on Sunday November 08, 2026 @08:49PM (#50419968)

Google

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by SJC_Hacker on Monday November 09, 2026 @02:52AM (#50422433)

Not internally, which is what Googles TPUs are for

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by IncreasePosts on Monday November 09, 2026 @12:45PM (#50428839)

Google started selling TPUs externally a few months ago: https://www.networkworld.com/article/4200864/google-has-star...

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Re:Nvidia CEO Jensen Huang's letter to staff about affair by teknologist on Monday November 09, 2026 @02:49AM (#50422408)

Apple should bring back the Xserve :p

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