NVIDIA’s recent Analyst Day at their HQ in Santa Clara gave me new insight into the company and how they see the market. I’ll go more into specifics in future posts, but first some general impressions. The conference was a single-day affair kicked off by Jen-Hsun Huang, NVIDIA’s co-founder, President and CEO. I’ve seen Jen-Hsun in action several times now, just as I’ve seen top executives from other high tech companies speak to large and small crowds.
The contrast between Jen-Hsun and other high tech chieftains is something that always strikes me as interesting. CEOs from other large, established tech companies seem to be business people first and technologists second. Even if their formal education and experience is highly technical, they seem to change when they reach lofty heights in their organizations. They’re enthusiastic about their companies, their products, and what they do for their customers. But they don’t seem to give off that “This is soooo cool!’ vibe.
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