Jensen Huang's absence raises concerns, prompting cloud vendors to accelerate their evaluation of AMD and Google chips.

An executive at a cloud provider that purchases Nvidia chips said the uncertainty surrounding Jensen Huang has prompted the company to evaluate products from Google and AMD. The executive stated that the company had previously refrained from diversification for fear of offending Huang, and is now concerned that his absence will impact the future quality and roadmap of Nvidia chips. Analyst Jukan points out that preventing major customers from diversifying their AI server offerings to other chipmakers will be a challenge for interim CEO Colette Kress and her successor. Several customers have indicated that Nvidia chips will remain in short supply in the short term, and the management change has not altered the market's perception of Nvidia as the industry leader in AI server chips. Colette Kress needs to manage the company's relationships in Washington. Jensen Huang has close ties with US President Trump and has pushed for adjustments to export restrictions on China, but his style has been described by some as combative and he feels pressured. Leadership uncertainty is loosening Nvidia's lock-in effect on its customers.