alt Hacker NewsBecause Huang's decision to invest heavily in CUDA and GPGPU for years and support it across their entire consumer and enterprise product stack, before even crypto, was impressively prescient.
Say what you want about the Altmans who lucked into a rising tide, but Nvidia has been doing hard engineering, consistently delivered, strategically brilliantly for a couple decades now.
Plus, the primary risk here isn't that secrets were exposed but rather that Huang attempts to hide the thing and makes himself vulnerable to blackmail. The facts leaking (three letter agency off the record?) nuked that possibility.
It is rewriting history to think that this was prescience.
They lucked into being the available useful product when the transformer dropped. This was not some megabrain multi year preparation they had been doing.
Jensen did attempt to hide the affair. That's why it was an affair. Even now he does not mention the fact that he sold billions of dollars of chips to his girlfriend's shell company, violating export controls and creating a NatSec risk.