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الاقتصادية
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2026-11-12T20:00:27.362Z

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Nvidia Bigger Than Huang

Nvidia Bigger Than Huang

The article argues that Nvidia has become less dependent on its founder, Jensen Huang, after 33 years at the helm. He has left behind an integrated ecosystem of processors, software, networks, and emerging markets; CUDA alone has 11 million developers and has seen more than 1.2 billion downloads of its tools. The company’s continuity is supported by a workforce of around 42,000, as well as supply commitments and production capacity worth $279 billion at the end of July, alongside investments and financing agreements still being finalized. But Nvidia’s success after Huang’s departure will depend on the new leadership’s ability to carry out the inherited strategy and manage its risks. The deeper test will come when new technologies and markets emerge, demanding foresight and investment decisions Huang did not define.

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