How Nvidia became AI’s ‘Bank of Mum and Dad’

2026-08-13

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There’s a simmering concern on Wall Street about Nvidia and CEO Jensen Huang’s role as leader of the AI revolution. Despite bringing in billions of dollars in profit from the GPUs powering AI, investors are worried about the company’s recent “circular” deals with other tech companies, and some are asking if the chip giant is building the future of AI or inflating the next tech bubble. To better understand Huang, the man pulling the strings of this global AI boom, Danny Fortson and Mark Sellman revisit an interview with Stephen Witt, author of ‘The Thinking Machine’, a history of Je...

There’s a simmering concern on Wall Street about Nvidia and CEO Jensen Huang’s role as leader of the AI revolution.

Despite bringing in billions of dollars in profit from the GPUs powering AI, investors are worried about the company’s recent “circular” deals with other tech companies, and some are asking if the chip giant is building the future of AI or inflating the next tech bubble.

To better understand Huang, the man pulling the strings of this global AI boom, Danny Fortson and Mark Sellman revisit an interview with Stephen Witt, author of ‘The Thinking Machine’, a history of Jensen Huang and Nvidia.

Stephen talks about how Huang hatched the idea for Nvidia in a diner, why getting rich was his biggest fear, and the time he got shouted at by the CEO.

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Read more: Nvidia is becoming tech’s Bank of Mum and Dad

Get in touch: techpod@thetimes.co.uk

Producer: Marnie Duke

Executive Producer: Priyanka Deladia

Video Producer: Bronwen Latham

Image: Getty

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