Pat Gelsinger, former CEO of Intel, praised Nvidia for its effective execution under CEO Jensen Huang and highlighted the company's strategic advantages in the AI chip market. He discussed how Nvidia excels by continuously innovating and maintaining a competitive edge, notably through technologies like NVLink and CUDA, which bolster their product offerings. Gelsinger acknowledged the explosive growth of AI and its contributing startups in the Bay Area, while also reflecting on Intel's struggles to keep pace in a rapidly evolving industry, leading to a shift in market dominance.
Gelsinger said, "They are executing well. At the end of the day, Jensen is on it - driving his teams to stay in the front end."
Nvidia's success is also attributable to solid competitive moats, claimed Gelsinger, emphasizing the importance of sustainable advantages in the AI ecosystem.
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