Who sees the future clearly, builds it: NVIDIA and the technologies we're not talking about

We talk all the time about NVIDIA and GPUs for LLMs. I'm tired of reviewing CapEx growth charts for AI. So let's talk about the long game: robotics, cars, and AI in the physical world...

This is one of those where I will be very blunt at the top: this is NOT investment advice. I am writing this because as a founder I think founder stories are uniquely compelling, and it’s worth looking at the unique way founders assess and take risks with their companies over very long time horizons. Founder stories are human stories, and founders aren’t perfect. Jensen might be wrong about his bets here, but I for one am not going to count him out yet.

I wrote an earlier post about NVIDIA’s moat, and I won’t be repeating that here. Neither will I be repeating my note on the Nvidia conference in January. And no, you don’t have to read either one to follow me along here.

This post is laser-focused at looking ahead at the longterm future Jensen is interested in building. I mean longterm! Longer than most financial analysts think. At least 5-7 years. Maybe a decade plus. We talk all the time about GPUs for LLMs and endless CapEx charts for AI. But let’s pivot: If NVIDIA’s real bet is on robotics, cars, and AI in the physical world, what does that mean for the next 5–7 years—and the leadership guiding us there?

In other words, what really matters for NVIDIA now in building that future? This post explores a longterm lens for a company led by a founder with a notoriously longterm vision.