Note that Huang was the founder of Nvidia - he's not a naked ladder climber like Pichai or Krzanich at Intel previously. Huang made good moves with CUDA, being

Note that Huang was the founder of Nvidia - he's not a naked ladder climber like Pichai or Krzanich at Intel previously. Huang made good moves with CUDA, being early on tensor cores by being forward looking. That said, Nvidia is selling the shovels here, it's easy to look good. Some companies have a real usecase for generative AI, but it's something like 5% of these stories. The rest is CEOs FOMOing