The Zhitong Finance App learned that on Thursday, Nvidia's competitor American Ultra Micro (AMD.US) rose more than 2% before the market, and Broadcom (AVGO.US) rose more than 1% in the premarket. According to the news, Nvidia announced the resignation of CEO Hwang In-hoon and CFO Colette Kress as interim CEO. According to technology analysts, Nvidia has always dominated the AI accelerator market, but given current developments, Wong In-hoon has left Nvidia, and his successor may have become quite conservative in terms of leadership. Nvidia will not be as aggressive in setting and exceeding goals in the future as it was in the past two or three years. This is an advantage for competitors. If Nvidia's internal issues affect customer relationships, AMD and Broadcom are likely to be the biggest beneficiaries.

AMD is Nvidia's strongest competitor in the field of artificial intelligence accelerators, and Broadcom's role in customizing AI chips and networks is becoming increasingly prominent. Anna Wu, founder of Floodlines Research, said that AMD is Nvidia's direct competitor, while Alphabet and Broadcom have emerged in the TPU field and will benefit from Nvidia's turmoil in the short term.

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