As NVIDIA board investigates, founder defends Jensen: the moat is 20 years of CUDA
azed_ai · x · 2026-11-10
Aleph Alpha founder Alex Mashrabov published a defense of Jensen Huang amid the NVIDIA board investigation:
- In 5G the US played defense against Huawei; in AI the dynamic is reversed — NVIDIA leads and China is trying to end reliance on it
- CUDA on gaming cards in 2006 looked like a mistake until AlexNet proved the thesis; the entire AI ecosystem was built on NVIDIA before the world noticed
- Competitors can clone hardware but not 20 years of code, tools and developer knowledge
- The board investigation must establish facts, but Huang's contribution shouldn't be forgotten
Related event: Tech figures rally behind Jensen Huang amid board investigation(7 posts)→
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