Jensen Huang’s real AI moat is being the first call for partnerships
r0ck3t23 · x · 2026-07-25
Jensen Huang says the most valuable position in AI is being the first call a CEO makes for partnership. The post argues that Nvidia earned that slot by supporting CUDA for years before it was profitable, effectively subsidized by gaming revenue while analysts saw it as a margin leak.
The core thesis is that durable advantage in AI is not bought or copied quickly; it comes from being embedded in other companies’ plans before the payoff is obvious. By that logic, Nvidia’s real moat is not just chips or software, but the trust and default partnership position it has built over two decades.
Related event: Jensen Huang Reflects on NVIDIA's Early Missteps and Agentic AI Future(6 posts)→
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