> ...but until today I believed that his vastly superior judgement to his peers is to credit for Nvidia's success.

Have you considered how many billions of dollars of Nvidia sales were through entities diverting chips to China?

While there's no doubt that this is not the majority of the company's revenue, it's also not an insignificant amount.

If you had to pin Nvidia's success on one thing, the honest answer would be "right technology, right time." Without AI...And the questions about how sustainable that market is are now being asked by the market.