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Jensen is out Infidelity is obviously bad But his contributions to American innovation and AI leadership cannot be overstated Jensen started NVIDIA in 1993, where he pioneered the graphics chip market when this was non-obvious Back in 2012, Ilya Sustkever trained AlexNet on NVIDIA GPUs — thereby creating the “deep learning” age Jensen was one of the earliest to be AI pilled and he re-oriented NVDA towards AI in the mid 2010s — none of his competitors were even thinking this way In 2020 he acquired Mellanox for $7B. This was an Israeli company that’s irrelevant for computer graphics but was essential for AI compute — wildly increasing the bandwidth between GPUs, necessary to build high performance AI server racks (rather than just good chips) Once AI took off, Jensen was one of the biggest champions of the ecosystem He was technical enough to be confident about where things were going, and had enough credibility as a founder CEO that he oftentimes made risky bets on next-generation technologies or companies that helped keep American AI on the efficient frontier Recently he was investing in open source, photonics and robotics. These areas will all be feeling his loss Earlier he was a champion of most of America’s leading AI companies when they were unproven He made huge mistakes with his infidelity, which is tragic for his family and NVDA But simultaneously he will leave a huge void, with the loss of a: technical, aggressive, founder-CEO The American AI community needs to work double-time in an attempt to fill this void