Nvidia Corp (NASDAQ:NVDA) is sitting on massive cash flows, backing AI labs, and effectively powering the infrastructure boom. By all appearances, the next logical step would be to: become a hyperscaler. But CEO Jensen Huang isn’t interested.
Speaking on the Dwarkesh Podcast, Huang laid out a different philosophy—one that runs counter to how Big Tech typically expands.
‘Do As Little As Possible’
“This is a philosophy of the company… we should do as much as needed, as little as possible,” Huang said, explaining Nvidia’s approach to new markets.
That philosophy draws a clear line. Nvidia will build what it believes the ecosystem cannot—but it won’t step into areas already well served.
“In the case of clouds… if I didn’t do it, somebody would show up,” he added.
This is where the business logic kicks in. Hyperscalers like Amazon, Microsoft, and Google already spend tens of billions building cloud infrastructure — and they …
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