Tyler Cowen: Jensen Huang’s Secret Is Out. Who’s Next?
2 sourcesUpdated Nov 14, 20261 min read
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“Tyler Cowen: Jensen Huang’s Secret Is Out. Who’s Next?”Huang's edge seems to be treating infrastructure as the product, not the software on top. Few executives think that way consistently.
The next leader might come from someone quietly scaling specialized hardware instead of chasing broad AI hype like most startups do.
Jensen Huang stuck with GPUs and CUDA for over a decade while others chased flashier trends. That discipline built real moats.