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AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

CNBC World •
November 12, 2026 • 01:56 PM
• By Liz Napolitano
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AMD is likely to benefit as Nvidia stumbles in the midst of a scandal involving Jensen Huang, its long-time CEO and co-founder, according to William Blair.

AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'

AMD is likely to benefit as Nvidia stumbles in the midst of a scandal involving Jensen Huang, its long-time CEO and co-founder, according to William Blair.

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Same Story from Other Publications

Compare how 6 other independent news outlets reported on this story.

6 Publications
The Guardian
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Trump bought up Nvidia stock as he decided on policy that would benefit chipmaker

Trump bought up Nvidia stock as he decided on policy that would benefit chipmaker

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Nvidia scandal looms over US-China AI talks

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Sydney Morning Herald (SMH)
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Nvidia scandal raises new concerns about scale of Chinese spying

Nvidia scandal raises new concerns about scale of Chinese spying

China’s espionage efforts are intensifying in its backyard as Beijing continues to expand its military footprint in the South China Sea.

BBC News
14h ago
Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore

The scandal has cast a spotlight on Singapore's success as a chip hub - and a location for alleged illicit trade.

NPR News
15h ago
Can Jensen Huang's departure help Nvidia's competitors catch up? : Consider This from NPR

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

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.

CNN International
15h ago
Nvidia’s week of chaos, explained | CNN Business

Nvidia’s week of chaos, explained | CNN Business

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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