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요약
隨著NVIDIA傳出高層異動，市場開始關注其長期建立的CUDA軟硬體生態系是否受到影響，也讓超微（AMD）及特殊應用晶片（ASIC）陣營迎來擴大市占的機會。法人指出，NVIDIA短期營運雖不至於受到明顯衝擊，但接班團隊的執行力及生態系競爭優勢仍存在不確定性，AI晶片市場版圖可能因此出現變化。
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