Jensen Huang propelled NVIDIA to a market cap briefly exceeding $3.34 trillion, making him the most important person in tech infrastructure. His prescient decade-long bet on CUDA and data center GPUs positioned NVIDIA as the sole GPU supplier for 90% of AI model training worldwide. Huang’s leather jacket-clad keynotes at GTC 2025 drew more than 50,000 attendees, the highest conference attendance in enterprise tech. This level of dependency on one company is rare: NVIDIA’s data center revenue was 60% higher than that of its nearest competitor, AMD. Although #4 Mark Zuckerberg has diversified Meta into AI and hardware, Huang’s core business—selling the picks and shovels of the AI gold rush—makes his leverage far greater.

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