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Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch

CNBC World •
November 13, 2026 • 07:38 PM
• By Paulina Likos
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Some chipmakers stand to benefit from Nvidia's fallout, but other AI companies face pressure

Nvidia turmoil reshuffles the AI trade. Winners, losers and what investors should watch

Some chipmakers stand to benefit from Nvidia's fallout, but other AI companies face pressure

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Same Story from Other Publications

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

6 Publications
TechCrunch
14h ago
Israel's VCs see opportunity for challengers in Nvidia's turmoil | TechCrunch

Israel's VCs see opportunity for challengers in Nvidia's turmoil | TechCrunch

Given Nvidia’s stronghold on AI and its importance in Israel, many in the country's startup ecosystem are worried about the impact of his departure.

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BBC News
1d ago
Scandal-hit Nvidia CEO Jensen Huang quits, plunging AI chipmaking giant into turmoil

Scandal-hit Nvidia CEO Jensen Huang quits, plunging AI chipmaking giant into turmoil

US lawmakers now want to question Huang over whether one of his alleged relationships was with a Chinese spy.

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NPR News
4h 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
4h 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.

The Next Web (TNW)
6h ago
Nvidia and Dyania bring AI chart review onto hospital servers

Nvidia and Dyania bring AI chart review onto hospital servers

Dyania Health's AI reviewed records of 7,800 Cleveland Clinic valve patients on hospital-owned Nvidia servers, building a model of valve failure risk.

The Guardian
7h ago
Why the Nvidia scandal is far from over - The Latest

Why the Nvidia scandal is far from over - The Latest

Jensen Huang’s resignation from the AI chipmaker Nvidia has sent shockwaves through the global economy. The fallout is not over yet, with criticism mounting over the apparent lack of action from the US commerce secretary. Lucy Hough speaks to the Guardian’s global technology reporter, Aisha Down

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