NVIDIA CEO Jensen Huang’s latest troubles have generated waves across the supply chain as rumors swirl about a slowdown in orders from the world’s largest AI GPU company. With production capacity being tight, the supply chain sources believe that NVIDIA’s primary GPU rival, AMD, and others involved in designing custom AI chips called ASICs will be the primary beneficiaries. ASICs Might Turn Out To Be Big Beneficiaries From NVIDIA CEO’s Troubles, Suggest Supply Chain Sources Huang and NVIDIA’s woes, which relate to the firm’s chip sales to China, have generated concern about the firm’s supply chain orders. Supply chain sources […]
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