Re:Nvidia prepares to fire CEO Jensen Huang, WSJ reports
by miki123211 on Thursday November 12, 2026 @09:58AM
(#50468408)
The China exports were a monopoly play, basically.
He wanted to make sure that all the open source AI tooling is as married to CUDA at the hip as it could possibly be. He didn't want the Chinese to come up with a working open source CUDA alternative which was just as good, and just as usable by the non-Chinese.
Nvidia's playbook was to make sure everybody was focused on competing against each other and not against Nvidia. This meant larger allocations to small players than would seem rational at first glance, investing into those players to make sure they survived and could compete against the hyperscalers and frontier labs, spending effort and human capital on optimizations which made open models run better on Nvidia hardware, making them more competitive with closed offerings, that sort of thing. This was a big part of Jensen's strategy.
He wanted to make sure that all the open source AI tooling is as married to CUDA at the hip as it could possibly be. He didn't want the Chinese to come up with a working open source CUDA alternative which was just as good, and just as usable by the non-Chinese.
Nvidia's playbook was to make sure everybody was focused on competing against each other and not against Nvidia. This meant larger allocations to small players than would seem rational at first glance, investing into those players to make sure they survived and could compete against the hyperscalers and frontier labs, spending effort and human capital on optimizations which made open models run better on Nvidia hardware, making them more competitive with closed offerings, that sort of thing. This was a big part of Jensen's strategy.