user nl
Well-known member
I'm sure in 5-10 years there will be many papers/books written on how Jensen Huang and his team at NVIDIA operated this decade in growing the 5 layer - AI pie:
https://blogs.nvidia.com/blog/ai-5-layer-cake/
From a distance looking at this it is just amazing how he connects NVIDIA to as many as possible companies, e.g. on logic-foundry NVIDIA is firmly connected now to
TSMC, Samsung and INTEL, and on memory with SK Hynix, Samsung and Micron.
Also in many of the other AI-layers he has firmly connected NVIDIA via hardware and software, and hundreds of companies.
But still he is playing a very interesting inclusive "join the global-AI-party" strategy without squandering the interests of NVIDIA, and many seem to want to join growing the AI-pie.
Maybe partially due to his background growing up on Taiwan, a small island needing to survive next door to a big and growing China, Thailand and USA, and founding NVIDIA in the competitive environment of Silicon Valley?
To me it seems like a (very) different strategy than e.g. Bill Gates pursued with growing the (Microsoft/INTEL) PC-revolution. Jensen Huang & NVIDIA want to firmly connect Asia with USA.
What do others in this community of global semi-experts think about the "growing the AI-pie strategy" of NVIDIA?
With Samsung at GTC 2026:
Nvidia CEO Jensen Huang, standing alongside Samsung Foundry president Jinman Han and memory executive SangJoon Hwang, signed two silicon wafers in permanent marker. On a sixth-generation HBM4 wafer, he wrote "AMAZING HBM4." On a separate 4nm wafer for Groq's third-generation language processing unit (LPU), he wrote "Groq Super FAST."
https://blogs.nvidia.com/blog/ai-5-layer-cake/
From a distance looking at this it is just amazing how he connects NVIDIA to as many as possible companies, e.g. on logic-foundry NVIDIA is firmly connected now to
TSMC, Samsung and INTEL, and on memory with SK Hynix, Samsung and Micron.
Also in many of the other AI-layers he has firmly connected NVIDIA via hardware and software, and hundreds of companies.
But still he is playing a very interesting inclusive "join the global-AI-party" strategy without squandering the interests of NVIDIA, and many seem to want to join growing the AI-pie.
Maybe partially due to his background growing up on Taiwan, a small island needing to survive next door to a big and growing China, Thailand and USA, and founding NVIDIA in the competitive environment of Silicon Valley?
To me it seems like a (very) different strategy than e.g. Bill Gates pursued with growing the (Microsoft/INTEL) PC-revolution. Jensen Huang & NVIDIA want to firmly connect Asia with USA.
What do others in this community of global semi-experts think about the "growing the AI-pie strategy" of NVIDIA?
With Samsung at GTC 2026:
Nvidia CEO Jensen Huang, standing alongside Samsung Foundry president Jinman Han and memory executive SangJoon Hwang, signed two silicon wafers in permanent marker. On a sixth-generation HBM4 wafer, he wrote "AMAZING HBM4." On a separate 4nm wafer for Groq's third-generation language processing unit (LPU), he wrote "Groq Super FAST."
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