Nvidia is not just a chip company

A Semafor column states that Nvidia is not just a chip company: the CUDA platform Jensen Huang created in 2006 underpins the modern AI industry and is one of the most valuable moats in business history. He subsequently spent heavily to develop NVLink and acquired Mellanox in 2019 for $6.9 billion. Jensen Huang, 63, is facing an investigation, and the article argues that in the competition to stay ahead of China, Nvidia without him would be fundamentally weakened.