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Jensen Huang shares his philosophy on execution and long-term vision, emphasizing the importance of keeping projects simple and focusing on winning to continue playing the game.
An analysis of DeepSeek AI's unconventional strategy: prioritizing radical architecture innovations (MoE, MLA, engram, mHC) that drastically reduce compute and memory needs, enabling a long-term play to build a 10T Chinese AI hardware ecosystem and pursue a 1T valuation.
Jensen Huang built NVIDIA by focusing on accelerated computing for thirty years, using gaming as a wedge to create a market for GPUs that later powered the AI revolution.