CEO Jensen Huang Says NVIDIA Was ‘Top of the List NOT to Make It.’ Here’s the Lesson He Learned

NVIDIA CEO Jensen Huang reflected on the company’s near-failure and how that experience shaped an ecosystem-first strategy that favors enabling partners over direct competition. The approach, exemplified by a $2 billion Marvell investment to integrate its chips into NVLink Fusion, has driven strong financial results: FY2026 revenue of $215.94 billion (up 65% YoY), Q4 Data Center revenue of $62.31 billion (up 75% YoY), and substantial share gains (107% over the past year, ~1,212% over five years). The article frames these metrics as validation for NVIDIA’s non-competitive growth model and is broadly bullish for NVDA shares and its position in AI infrastructure.