Nvidia without Huang is like Apple without Jobs: A cash spigot without real innovation
That’s especially true now, in an era when AI allows pretty much any company to design a chip just like Nvidia’s, as OpenAI did in a matter of months.
Key points
- Cook’s Apple built the iPhone and then sat on that invention by defending its turf — a great business strategy but one that let the entire mobile ecosystem stagnate.
- The bigger and more difficult part of that victory is speeding up American innovation.
- And that’s where Huang’s ouster is a counter-force to the gains made on China policy.
Some Silicon Valley executives are quietly celebrating Jensen Huang’s ouster from Nvidia and the national furor over chip exports to China.
Nvidia may actually become a more profitable company now, because any new CEO will optimize for profitability, as Apple did under Tim Cook.
Additional details
- The good news for American companies is that tech exports that were going to China are now expected to be redirected to US firms, one person told me.
- In the short term, his ouster won’t be terrible for Nvidia.
- Big, powerful incumbents tend to be barriers to innovation.
- It’s that Silicon Valley is at risk of seeing the magic formula that brought that technology into being in the first place weakened.
- Huang is one of Silicon Valley’s great innovators.
How this summary was made: extractive summary — built from the sources' own reporting. It is drawn only from the reporting of the sources listed below — read the originals for full detail. How we summarize →
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