Jensen playing 3D Chess (Patreon)

TLDR

He aint just shilling GPUs—he’s buying himself the whole AI future end to end. PS I still own NVDA at nearly 5% holding

Details

Much respect to Jensen Huang, but my gut tells me he has turned Nvidia into the grandmaster of the AI economy, using its $100B war chest to lock down every piece of the value chain—from chips to data centers, startups, and government ties—creating a self-reinforcing loop where Nvidia funds the ecosystem and the ecosystem feeds back into Nvidia.

His strategy of investing in customers like OpenAI, cloud partners like CoreWeave, and AI startups through NVentures ensures dominance while binding the industry to Nvidia hardware.

The approach is both stimulus and stranglehold: fueling rapid AI progress and job growth, but also raising monopoly risks, bubble-like financing, and regulatory alarms.

h.t Sanjay for the heads up