Jensen Huang and Lisa Su snubbed by TIME’s 2026 list of top 100 ‘Architects of AI’

In the 2026 TIME list of 'Architects of AI,' notable absences include Jensen Huang of NVIDIA and Lisa Su of AMD, despite their central roles in driving AI development. Huang, whose GPUs power frontier... Read original →

The exclusion of NVIDIA and AMD executives from TIME’s 2026 list of ‘Architects of AI’ signals a shift in AI influence away from traditional GPU leaders toward emerging ecosystem players. This move impacts the upstream chip design and downstream data center strategies, particularly affecting HBM and liquid cooling technologies. From a compliance standpoint, the emphasis on sustainability and Scope 3 emissions forces companies to restructure supply chains for greener operations, raising costs. In response, competitors like AMD and Broadcom may accelerate investments in edge AI and cloud-native computing. Looking ahead, this trend suggests a transition from centralized computing to distributed, energy-efficient infrastructures, compelling NVIDIA and AMD to redefine their competitive advantages in the evolving AI landscape.