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AS Andrew Sharp Andrew Sharp Writer and podcaster who covers technology and, through a separate strand of the show, US-China relations.

“What he's doing with NVIDIA is not just optimizing margins and watching profits pile up. What he's doing is financing a lot of neoclouds, a lot of startups, open source development, all of which acts as sort of a counterweight to the hyperscalers and Anthropic and OpenAI.”

Sinocism (Bill Bishop) · Geopolitics & World Affairs · November 2026

“What he's doing with NVIDIA is not just optimizing margins and watching profits pile up. What he's doing is financing a lot of neoclouds, a lot of startups, open source development, all of which acts as sort of a counterweight to the hyperscalers and Anthropic and OpenAI.” — Andrew Sharp, Sinocism (Bill Bishop)

Context

Bishop had argued that people who want Jensen Huang fired underrate his importance to the US tech ecosystem. Sharp adds that Nvidia's cash funds the part of the AI industry that competes with the biggest players.

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Transcript

Sinocism (Bill Bishop)
Andrew Sharp

And I don't know the answer to that. I don't think anybody does, but it could be a situation where they're prioritizing quarterly results over strategy that makes more sense over a longer horizon. But

Bill Bishop

if they want to save him, which I think, I mean, again, there are a lot of people who see who think he should be fired. I think they're not people who've run tech. I think they're underappreciating how important he is to the AI and tech ecosystem in the U.S. and U.S. competitiveness.

Andrew Sharp

And what he's doing with NVIDIA is not just optimizing margins and watching profits pile up. What he's doing is financing a lot of neoclouds, a lot of startups, open source development, all of which acts as sort of a counterweight to the hyperscalers and Anthropic and OpenAI.

Bill Bishop

And so then if you're the board, or, you know, you have to start thinking, well, what do we need to do to placate the wolves and keep him in his job? Because the status quo just sort of denying isn't going to work. Like yesterday, the Financial Times had a story. It ended, it was by Dimitri again.…

Andrew Sharp

they still selling the speed matrix? Again,

Bill Bishop

but people I talked to said, yeah, but they're still selling to all sorts of mega speed related entities and affiliates. And so if NVIDIA is still playing this game where they're trying to pretend like they're not selling to Mega Speed, but they actually are, then I think they're going to get, then…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

More from Sinocism (Bill Bishop)

“That's one of the ironies of this story: if you're an American startup trying to get access to NVIDIA, it's not easy to get from here to there and get your foot in the door with NVIDIA, whereas Megaspeed sprung up overnight and was suddenly flooded with NVIDIA chips.” — Andrew Sharp, Sinocism (Bill Bishop) “There is a massive credibility issue now at NVIDIA executive level. It's going to make it harder for them to be believed when they talk about compliance with export controls, compliance with sales into Southeast Asia that, we didn't know they were going to Chinese companies. It means you can't give the executive team any benefit of doubt at this point.” — Bill Bishop, Sinocism (Bill Bishop)