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The NVIDIA Moat: How Jensen Huang Engineered a Trillion-Dollar Monopoly Before Anyone Noticed
Introduction In the late 1990s and early 2000s, the entirety of Silicon Valley was obsessed with the dot-com boom. Founders and venture capitalists were aggressively chasing consumer software applications, web portals, and anything that promised rapid user growth and fast, low-margin cash flow. While the rest of the tech world was playing a frantic, short-term game of digital real estate, Jensen Huang was sitting in a Denny’s booth, mapping out a thirty-year bet on the founda
Stephen Loke
10 min read
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