Nvidia prepares to fire CEO Jensen Huang, WSJ reports

Re:Nvidia prepares to fire CEO Jensen Huang, WSJ reports by cronin101 on Thursday November 12, 2026 @01:17AM (#50463686)

I’m not sure that Hardware has the same moat as Service/Platform.

If (it’s a big if), NVDA get leapfrogged in hardware capability it will be trivial for the next generation of deployments to stop using them entirely (Google and Microsoft are already developing custom inference chips, as are others)

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Re:Nvidia prepares to fire CEO Jensen Huang, WSJ reports by Aerroon on Thursday November 12, 2026 @04:27AM (#50464948)

I don't think this is true. AMD's hardware, on paper at least, offers the same or better performance than Nvidia. Eg the Mi355x vs B300 is close. The former released before Nvidia's GPU.

The same story goes back for years and years in consumer hardware too. AMD GPUs often had more raw compute capability, but fell short in actual game performance (or other applications).

Nvidia's moat is, at least partially, the software to make the hardware useful.

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Re:Nvidia prepares to fire CEO Jensen Huang, WSJ reports by cronin101 on Thursday November 12, 2026 @07:56AM (#50466458)

This is a great point I overlooked, thanks.

The hyperscalers are one story but research/consumer/“Everyman” inference is likely very different.

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