Xinyu Tan’s Reviews > The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip > Status Update
Xinyu Tan
is on page 115 of 272
Thirteen years in, Huang felt that Nvidia was at risk of becoming such a firm [stagnating firms], and it was as much paranoia as optimism that led him to pursue the mad-science market. “There was a risk in shipping CUDA with every card, but there was also a risk in not doing it.”
— Dec 16, 2025 01:43PM
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Xinyu’s Previous Updates
Xinyu Tan
is on page 95 of 272
Huang had long thought a way to differentiate Nvidia from its competitors. Hardware innovations wouldn’t get him there; they were too easily cloned…To distinguish himself, Huang had to pursue a strategy that so defied conventional business logic that ATI wouldn’t follow… The zero-billion-dollar market, by definition, was one that only he would participate in—one that only he would even see.
— Dec 14, 2025 11:18PM
