normative
Do as much as needed, as little as possible
Nvidia's guiding philosophy is to do only the work that wouldn't get done otherwise (building the stack, CUDA, NVLink, domain-specific libraries) wholeheartedly, while doing as little as possible elsewhere—which is why it doesn't become a cloud or hyperscaler, since clouds would exist without Nvidia but its core platform work would not.
normativepending
Speaker
Jensen HuangEvidence Quote
“if we didn’t dedicate ourselves to 20 years of CUDA while losing money most of that time—if we didn’t do it, nobody else would have done it.”
Source
Dwarkesh Patel Podcast - Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:37:32 AM
My Notes
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