“More broadly, it throws into doubt the company’s leadership and security practices, and ignites questions around board-level governance and oversight,” he said.

The ‘default choice’ in the market

Huang founded Nvidia in 1993, initially targeting the gaming market. But the company pivoted in recent years to meet the intensive compute demands of AI. Its advanced GPUs not only excel at rendering graphics, but can handle an enormous number of simultaneous computations, making them a natural fit for neural networks and LLMs.

The company began focusing more on developing chips and architecture for AI tools and data centers, and has continued to ink new deals and establish partnerships with tech companies serving nearly every level of the stack, including Anthropic, Meta, Dell, HPE, Microsoft, AWS, Google Cloud, Accenture, Marvell Technology, Hugging Face and many others.