Jensen and the NVIDIA Investment Miracle

Just watched Jensen Huang explain how he built the NVIDIA investment machine. You just have to like the guy.

He walks through how NVIDIA captured the entire AI compute chain — from chips to memory to software stack. By owning every layer, he created a position where the most expensive component in every AI datacenter has NVIDIA’s name on it. Memory prices went through the roof, and NVIDIA sits at the center of it all.

What’s interesting is the bigger picture: Jensen isn’t just building a company. He’s fighting to keep AI dominance in the West. Every move — CUDA lock-in, the DGX systems, the partnerships with US cloud providers — is part of making sure the US stays ahead in the AI race.

Love him or not, the strategy is remarkably clear when he explains it.