Jensen Huang

In twenty twelve, Huang saw where technology was moving. NVIDIA made graphics chips, mostly for gaming. Huang redirected the company toward AI training. The business case didn't exist yet. AI was experimental. Gaming paid the bills and generated profits. Huang bet the entire company on technological inevitability, not current returns. Wall Street questioned the pivot. Training neural networks required massive parallel processing. Graphics cards had thousands of tiny cores. CPUs had only a handful of powerful cores. Only GPUs could train efficiently at scale. NVIDIA owned the only working hardware architecture. Competitors tried entering the AI chip market. None matched NVIDIA's ecosystem. The gap widened as advantage compounded.