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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 4:06 PM EST

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.

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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.

Scott Detrow

Scott Detrow is a host of All Things Considered, as well as NPR’s daily news podcast Consider This.