Benzinga·2025-12-10 22:02Core Viewpoint - NVIDIA Corp. shares experienced a decline following Oracle Corp.'s announcement of a "chip neutrality" policy, indicating a shift in Oracle's approach to sourcing chips from various manufacturers, which may increase competition for NVIDIA [1][4]. Group 1: Oracle's Chip Neutrality Policy - Oracle's chairman and CTO, Larry Ellison, stated that the company will purchase premium chips from any producer to meet client demands, emphasizing a commitment to "chip neutrality" [2][3]. - Ellison confirmed that while Oracle will continue to buy the latest GPUs from NVIDIA, the company aims to remain flexible in deploying chips that customers prefer [3]. Group 2: Implications for NVIDIA - The announcement of chip neutrality by Oracle, a significant partner for NVIDIA, raises concerns about potential increased competition from other chip manufacturers such as AMD and Intel [4]. - Following Ellison's remarks, NVIDIA's stock price fell by 0.96%, closing at $182.02 in extended trading [4].