IMO one big factor is that Nvidia is still fully engineering driven - it's engineers all the way to the top making the calls. Intel was like that as well, and t

IMO one big factor is that Nvidia is still fully engineering driven - it's engineers all the way to the top making the calls. Intel was like that as well, and then lost it (until Gelsinger). IMO you need domain experts in charge of companies, or they can't thrive in the long run, not unless there is an actual, almost unsurpassable moat.