NVIDIA CEO Jensen Huang shares his fish pond metaphor for thinking about market size

I'm very situationally aware of everything around our company and our ecosystem. I'm aware of all the people doing alternative things. Sometimes it's adversarial to us, sometimes it's not. I'm super aware of it. But that doesn't change what the purpose of the company is. The singular purpose of the company is to build a platform that could be everywhere. That is our goal. We're not trying to take any share from anybody. Nvidia is a market maker, not share taker. Not one day does this company talk about market share. All we're talking about is how do we create the next thing? How do we take that flywheel that used to take about a year? How do we crank it down to about a month? The only question is whether that mission is necessary. All great companies ought to have that. At its core, it's about, what are you doing? Is it necessary? Is it valuable? Is it impactful? Does it help people? If you have a sole purpose and your purpose is meaningful and your mission is dear to you and is dear to everybody else, then you could be transparent. Notice my roadmap is transparent on gtc. My roadmap goes way deeper. To our friends at Azure and AWS and others, we have no trouble doing any of that. Even as they're building their own asic, companies are only limited by the size of the fish pond. A goldfish can only be so big. And so the question is, what is our fish pond? And that requires a little imagination. It's hard to figure this out looking backwards and try to take share. You know, sharetakers can only be so big. Market makers can be quite large. I think the good fortune that our company has is that since the very beginning of our company, we had to invent the market for us to go swim it. People don't realize this anymore, but we were at ground zero of creating the 3D gaming PC market. And so the need to invent a new market to go serve it later is something that's very comfortable for us.