What Jensen Huang thinks about investing

@jensen-huang · 86 positions · On ppll ↗

Co-founder and CEO of NVIDIA since 1993.

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Only Jensen Huang on investing. See everyone on investing

1 dated position, 2026, in their own words. Our reading of what Jensen Huang has said — not written or endorsed by them.

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1. 15 Apr 2026

   Our readingNvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors.

   Anthropicstartupssemiconductorsventure capital

   Their wordsNor nor did I I would say my mistake is I didn't deeply internalize that they they really had no other options that that that a VC would never put in 510 billion of investment into an AI lab with the with the hopes of it turning out to be anthropic. And so that was my miss.

   ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com 14th of 24 in this recording