[Analysis: Nvidia's New CEO's Tightening of Support for Emerging Cloud Vendors Could Accelerate Customer Shift to AMD and Google TPUs] BlockBeats reports on November 13th that Citrini analyst Jukan stated that while Nvidia GPUs are still in short supply, the company's continued support for emerging cloud service providers (Neocloud) is crucial for maintaining chip premiums and market dominance. If the new CEO adopts a more cautious approach to financing and supporting these companies, it could lead to a drop in GPU spot prices, pressure on Neocloud's profit margins, and ultimately force these companies to switch to the AMD or Google TPU ecosystem. Jukan believes that Neocloud is a vital part of Nvidia's strategy to maintain chip order volume and supply chain control. Once customers gradually reduce their dependence on Nvidia, the company's long-established business growth flywheel could be impacted. He also pointed out that Jensen Huang had previously actively promoted Nvidia chips into the Chinese market and attempted to maintain Chinese AI developers' dependence on the Nvidia ecosystem through overseas Neocloud leasing channels, thereby ensuring related computing power needs and Neocloud utilization. However, these practices also touched on the gray area of US policy, posing political and regulatory risks. Huang originally hoped to continue to bear some of the financing risks for customers until Neocloud had the ability to independently procure next-generation GPUs, but it is currently uncertain whether the new CEO will be willing to continue this strategy. He expressed concern about Nvidia without Huang's leadership. [Original Link]