Semafor comments on the irreplaceability of Nvidia CEO Jensen Huang
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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 for $6.9 billion in 2019. The article states that the 63-year-old Jensen Huang is facing an investigation, and argues that once China achieves semiconductor self-sufficiency, its expansion will be faster than the United States', and that Nvidia is key to maintaining leadership over China; if Jensen Huang leaves or is found to have broken the law, Nvidia without him would be fundamentally weakened.
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- SemaforNvidia 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.
- SemaforSemafor 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.
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