Jensen Huang Fucked Everybody
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Nvidia CEO Jensen Huang has reshaped the AI chipmaker into the world's most valuable company, with its market capitalization recently surpassing $3 trillion on the back of demand for its H100 and Blackwell data-center GPUs. The article argues Huang's aggressive control of both hardware and software—including the CUDA platform that locks developers into Nvidia's ecosystem—has left rivals, customers, and partners with little leverage. Nvidia's data-center revenue has soared into the tens of billions per quarter, far outpacing competitors such as AMD and Intel. The piece contends that Huang's strategy of selling complete systems rather than chips alone has made Nvidia indispensable to the AI buildout while concentrating pricing power in its hands. What to watch next: whether antitrust scrutiny, customer efforts to design in-house silicon, or supply constraints can loosen Nvidia's grip on the AI hardware market.
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Jensen Huang, Nvidia (NVDA)
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