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Is there an opening for Nvidia's competitors, now that Jensen Huang is out?

NPR | By Kai McNamee,
Christopher Intagliata, Scott Detrow
Published November 13, 2026 at 2:06 PM MST

NPR's Scott Detrow talks with Dylan Patel of the AI and semiconductor research firm SemiAnalysis about Jensen Huang's departure from Nvidia, and whether it opens up the field for Nvidia's competitors.

Copyright 2026 NPR
Kai McNamee
Christopher Intagliata
Christopher Intagliata is a senior editor at All Things Considered, where he writes news and edits interviews with politicians, musicians, restaurant owners, scientists and many of the other voices heard on the air.
See stories by Christopher Intagliata
Scott Detrow
Scott Detrow is a host of All Things Considered, as well as NPR’s daily news podcast Consider This.
See stories by Scott Detrow