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AIJensen Huang

‘Are you insane?’: Billionaire CEO Jensen Huang blasts Nvidia managers who are ‘telling their people to use less AI’

Dave Smithhas taken aim at Nvidia. In his first Substack post, he drew similarities between Nvidia and Cisco’s role in the dotcom boom and bust from the late ’90s. “Companies are allowed to innovate themselves to death. And ever more spring up to do the same. Sometimes the new company is the same company on a pivot,” he wrote.

For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing.

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Dave Smith