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But in ceding the PC gaming market to Nvidia, the workstation companies had made a fatal mistake, just as GM had by ignoring Honda decades earlier. Nvidia, like Honda, was today selling low-margin products to teenage boys, but if the analogy held, tomorrow they might overtake the business workstations of Sun Microsystems and SGI. Sometimes Jensen would even speak to his clustered executive staff about the possibility of disrupting Intel, then one of the most valuable firms on Earth. In the meantime, Nvidia would survive in Intel’s territory through a strategy of continuous tactical retreat. “To this day, we don’t compete with Intel,” Huang said in 2023, describing their Tom-and-Jerry relationship. “Whenever they come near us, I pick up my chips and run.” The gospel of Christensen counseled Nvidia to sell offbeat products that Intel would not conceive of making to customers it would never want to serve. “Jensen would tell us, even back then, that Nvidia could someday be bigger than Intel,” Kirk recalled. “It was just a question of strategy.
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Stephen Witt (The Thinking Machine: Jensen Huang and Nvidia, the company shaping the future of AI)