Shock in the semiconductor market: Jensen Huang leaves the post of CEO of Nvidia, and AMD and Broadcom shares are flying up. Is the long-term NVDA monopoly on AI chips coming to an end?

The sudden resignation of the permanent head of Nvidia after 33 years at the helm (CFO Colette Cress became the temporary CEO) stirred up Wall Street. Nvidia's securities fell, and capital poured into competitors - AMD and Broadcom jumped by 5-7% per day (AMD's weekly growth exceeded 30%).

Let's see if they can really push the leader?

1. Market reaction vs Reality

The competitors' rally is an assessment of risks by investors, not an instant outflow of billions of contracts. However, without the tight grip of Huang and his personal connections (including TSMC), Nvidia loses its main administrative resource, opening a window of opportunity for rivals.

2. The main trump cards of AMD and Broadcom

AMD Data center revenue soared by 97% thanks to Instinct accelerators. Their trump cards are the aggressive promotion of Helios systems, the development of the ROCm ecosystem and the price tag is 30-50% lower than that of Nvidia.

Broadcom King of custom AI chips (ASIC) and network infrastructure. Meta, Google and OpenAI are creating chips together with Broadcom to get away from Nvidia's monopoly, and this segment is growing at an explosive pace.

3. Why is it too early to write off Nvidia

Nvidia holds 75-80% of the market.

CUDA Ecosystem Millions of developers and terabytes of software are tied to its infrastructure. Switching to someone else's "iron" is long and expensive.