It was illegal, and I'm sure if this comes to light there will be (major) repercussions, but I don't see it as an immoral move.

Cheating on your wife of 40 years OTOH...

Jensen has two core points:

- stopping selling NVidia chips to China isn't going to stop China developing AI

- stopping NVidia selling to China will ultimately ceed US leadership in chips as Nvidia's commercial edge is as much about the dominant developer ecosystem as it is the chips per se.

ie the real risk is the default world tech stack shifts to open models on Chinese chips. End result Chinese lead in both.

He has spent his entire career competing and winning and he is being told he has to stop competing in order to achieve a goal that he knows won't actually be achieved by sacrificing NVidia.

In that scenario, where somebody is suggesting you throw away your life's work for nothing - I think anybody would be animated.

It clearly didn't - don't you remember the Deepseek launch where it came as a rude shock that the much vaunted concept of a compute capacity moat was blown away?

He kept repeating that while he made the best chips, computer science was more important.

You can say it was luck but it was definitely not "average".

Nvidia thrived because it paired great hardware with great software.

AMD and Intel think hardware is enough; it’s not. There’s a reason neither has ever been able to compete with Nvidia.

They have a giant ego, but I’d argue it’s probably well deserved.

Apple is/was similar. They also see that hardware without great software is useless. Spend as much; if not more on software to make your hardware shine.

Nvidia is a highly technical company we’re gonna find out how important Jensen really was to that company tech wise?

And if you look closely at their company, what have they really innovated on over the last five or six years? from a distance, like Intel, it seems like they just turn up the juice/Wattage in short, they are just cruising along.

You can criticize his recent question actions all you want, but you can’t believe he is “average”.

Yeah, it pretty much does. CUDA is why they are positioned where they are. Other players like AMD and Intel could have done that, but they didn't, and if they had, they wouldn't have persevered for 10+ years with essentially nothing to show for it.

Whether CUDA will continue to maintain dominance is less clear. It may become a literal victim of its own success, as CUDA-based models gain the ability to migrate themselves to new platforms.