WorkThe story, in brief
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
Jensen Huang on why Nvidia's real business isn't chips—it's accelerated computing.
The KeyNews take
Why it matters
Direct insight into Nvidia's strategic positioning and CEO priorities around compute infrastructure, China operations, and the company's core mission—exactly the kind of executive commentary that shapes investor and founder thinking in the AI infrastructure race.
The key facts
4 to knowGTC 2026 keynote focus
China and data center strategy commentary
Nvidia's strategic positioning on accelerated computing
CEO direct perspective on company direction
Go to the source
Stratechery (Ben Thompson)stratechery.com
Publisher excerpt: An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.