You are definitely overselling him. If you are a hardware maker, you naturally want to sell to as many markets as possible. It doesn’t take a huge leap of faith.
Agree. I'm thinking any decent CEO will gladly lean into new markets that want to use your products in ways you did not anticipate.
Why didn't other HW mfgs predict market swings as well as he did?
Why did NVDA fare differently than AMD or Intel?