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Nvidia chips not crucial for Firmus’ data centres, says Rosenfield

The Australian Financial Review (AFR) •
November 10, 2026 • 03:45 AM
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The data centre developer’s co-CEO has sought to play down concerns that its fortunes are inextricably linked with the US tech giant.

Nvidia chips not crucial for Firmus’ data centres, says Rosenfield

Firmus co-chief executive Tim Rosenfield says the developer’s plans to build data centres in Australia and Asia do not rely on the use of Nvidia chips.

He was speaking after shares in the world’s most valuable company were punished in the fallout from chief executive Jensen Huang’s affair with an alleged Chinese spy.

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Can Jensen Huang's departure help Nvidia's competitors catch up? : Consider This from NPR

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Nvidia has long been the kingpin of the semiconductor industry – a company whose huge technological bets paid off, making its microchips the most in-demand in the world.But now that its CEO Jensen Huang is out amid an alleged spying and extramarital affair scandal, will the shake-up leave an opening for Nvidia’s competitors to catch up?In this episode, we dive deep on the strategies that put Nvidia ahead of the pack, and how other companies are positioned in this moment with Dylan Patel, founder and CEO of the AI and semiconductor research firm SemiAnalysis. This episode was produced by Kai McNamee and Connor Donevan, with audio engineering by Ted Mebane. Our director is Jonas Adams. It was edited by Christopher Intagliata and Ashley Brown. Our executive producer is Courtney Dorning.

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In a matter of days, a corporate scandal has toppled the leader of the world’s second-most valuable company, Nvidia CEO Jensen Huang; thrust his family into the spotlight; raised huge questions about the future of the AI industry; and landed on Washington’s doorstep.

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