Nvidia is sub-par in terms of leadership compared to other competitors. They didn't anticipate the crypto hype, they didn't anticipate the AI hype, they just were there doing the thing they can: delivering raw GPU power.<p>And this is the only thing their leadership did right in my eyes: they hired the talent² to provide raw GPU power, which they did. This accidentally turned out to be <i>the</i> thing behind crypto, and, after crypto faded, also <i>the</i> thing behind AI. They didn't anticipate any of that, and their competitors didn't either.<p>If their luck runs out, which isn't a given¹, we'll see what their leadership can in fact do. I don't think it will be much.<p>¹ <a href="https://en.wikipedia.org/wiki/Gambler%27s_fallacy" rel="nofollow">https://en.wikipedia.org/wiki/Gambler%27s_fallacy</a><p>² their engineers are of the flap norris kind, though