Nvidia is not just a chip company

The author argues that Nvidia's success depends heavily on CEO Jensen Huang's visionary leadership and strategic bets, raising questions about the company's future amid current investigations and his potential departure. The piece highlights Huang's creation of the CUDA platform, the pivot to AI, and massive investments in networking as foundational moats that will be difficult to replicate. Additionally, it warns that increasing geopolitical complexities and the end of Moore's Law will make Nvidia's upcoming years significantly harder. Open article →