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This week’s Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang at the conclusion of his GTC 2026 keynote, which took place yesterday in San Jose. I have spoken to Huang four times previously, in May 2025, March 2023, September 2022, and March 2022.
In this interview we talk about a keynote that ca...
Jensen Huang’s framing of Nvidia’s strategy – a deliberate investment in an open-source Blackwell model – is a classic Motte-and-Bailey maneuver. He *stresses* the importance of open-source, a strategically valuable position to deflect criticism regarding CUDA-X’s dominance and to maintain a degree of technical leadership (ARC-0043). The “torture” of the engineering team with NVLink 72 is strategically presented as a sign of commitment, implicitly suggesting that Nvidia *must* push the boundari...