Semafor commentary: If Jensen Huang leaves, Nvidia would be fundamentally weakened

A Semafor column argues that Nvidia is not just a chip company: Jensen Huang created CUDA in 2006, bet on NVLink, and acquired Mellanox for 6.9 billion USD, building a moat for the modern AI industry. The column argues that if the 63-year-old Jensen Huang were to leave or be found to have broken the law, Nvidia would be fundamentally weakened. The article also states that once China achieves semiconductor self-sufficiency, it will expand faster than the US, and that Nvidia is key to maintaining the lead.