Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by georgemcbay on Wednesday November 11, 2026 @07:24PM
(#50461100)
> he knows the ins and outs of a GPU fab business plus he has all the connections.
Building an Nvidia competitor would be a long, hard slog that almost certainly ends in failure for anyone including Jensen Huang.
They (NVIDIA) have tens of thousands of patents on their technology that would be hard to build around and commitments that lock up 60-70% of TSMC's CoWoS capacity.
Building an Nvidia competitor would be a long, hard slog that almost certainly ends in failure for anyone including Jensen Huang.
They (NVIDIA) have tens of thousands of patents on their technology that would be hard to build around and commitments that lock up 60-70% of TSMC's CoWoS capacity.