Jensen is a friend & legend. But he was not a one man show. He built an exceptional company of 42k people (31k in R&D alone) led by brilliant leaders like Jonah, Arjun, Sameer, Ashish, Gilad, Andrew, Dwight, Deb, Jeff, Ian, Colette, etc (look them up on Claude) - they run the key parts of the business day in and day out that makes Nvidia, Nvidia.
These are the unsung heroes who help architect & do the daily impossible work to deliver the most sophisticated AI products in the world that have put America in the lead at this critical moment in time.
That didn’t change today. Despite the noise - they showed up to deliver the Blackwell & Rubin GPUs & Vera CPUs that power the world. And are following the same playbook to make sure they deliver the fully baked Rubin Ultra in 2027 & Feynman in 2028 ahead of expectations.
And no better interim leader than Colette Kress who knows every nook & cranny of the business. She will make the trains run on time; allocate capital to its highest & best use; and provide the steady hand that the business needs to make important decisions.
Not spinning this as happy or good news - just offering a dose of realism. Silicon Valley is not run by 10 rock stars. Founders are essential but the great ones attract legends in their own right who compound the magic. Thousands of people driven by a mission bigger than all of us. And nowhere is that more true than Nvidia. 🇺🇸🦾🚀