Generational Run
Jensen Huang
TechMarch 26, 2026
born in Taiwan, moves to the US as a kidgrows up, gets an electrical engineering degreecofounds NVIDIA in 1993 to make graphics cardsthe entire market for this is teenage boys playing Doomdoesn't matter, keeps goingspends 20 years making GPUs incrementally better while nobody outside gaming carescrypto miners discover GPUs are perfect for mining BitcoinNVIDIA accidentally becomes the backbone of cryptoJensen didn't plan this but he'll take itthen machine learning researchers discover GPUs are perfect for training AI modelsJensen also didn't plan this but he'll definitely take itevery single AI company on earth suddenly needs NVIDIA chipsChatGPT launches and the world loses its mindguess what you need to train ChatGPTthat's right, Jensen's chipsNVIDIA stock goes from $15 to $140 in two yearsmarket cap crosses $3 trillionbriefly becomes the most valuable company on earthmore valuable than Apple, Microsoft, Amazona company that started making graphics cards for gamersJensen has worn the same leather jacket to every single keynote for over a decadenobody knows if he owns other clothesnobody asksgives a keynote and the stock market movesentire countries are now building data centers just to buy his productssovereign wealth funds are calling himbuilt the shovel company during the greatest gold rush in human historyexcept the gold rush never ended and the shovels keep getting bettercasually worth $100B+still wears the jacketcould buy a different jacket every second for the rest of his lifewon't
The leather jacket that outperformed the S&P 500 📈