Dave Lee

Column:Huang’s Undoing Knocks American AI Onto a Different Course

There’s a question of whether Nvidia’s remarkable rate of innovation can continue without Huang in charge. One reason for Nvidia’s lack of bench underneath its leader is his singular abilities as a tech CEO — a technically gifted, dealmaking, revered statesman of AI. His dictatorial rule meant he could make Nvidia the backbone of the US AI industry, decisively moving to make bold, multibillion-dollar bets that make vast investments in research and training possible. And, yes, make it possible on Nvidia’s chips — which in turn spurred demand for faster and better hardware. Nvidia’s circular deals made people nervous, but they also meant the American AI industry soared.

Huang’s Undoing Knocks American AI Onto a Different Coursebloomberg.comAs the unthinkable became the inevitable, and Jensen Huang’s position as chief executive officer of Nvidia Corp. lurched from precarious to untenable, attention now turns to what American artificial intelligence looks like without its leather-jacketed champion. One man’s infidelities risk sending the country on a different course.

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