For all the worrying about what Jensen Huang’s departure means for Nvidia, we suspect the people with the most to lose are in China. They have just lost one of their most effective lobbyists in Washington, and finding a replacement may be harder than finding someone to run a chip company.
Huang’s fixation on China was always a little puzzling given how many customers elsewhere were waiting to buy his chips. Most businesses would envy the problem of having more demand than they could satisfy. Huang somehow made it sound as though being shut out of China would leave Nvidia with nowhere to turn.
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