NVIDIA’s Surge Isn’t Just Good Fortune
NVIDIA’s surge isn’t just good fortune.
It’s the result of sound judgment, smart decision-making, and disciplined execution.
China once supplied 25% of NVIDIA’s revenue.
New trade rules cut that share in half to 12%.
Most predicted a stall. Instead, growth accelerated.
Why?
— Jensen Huang priced geopolitical risk years early
— He diversified demand before diversification was trendy
— He positioned NVIDIA silicon at the center of the global AI build-out
Brilliant tech is table stakes.
Strategic adaptability is the edge.
Leadership is a risk factor. Huang managed it early — while rivals chased near-term scale.
That’s what we track at Eagle Talon:
strategy in motion, judgment under pressure,
and decisions that remain sound as conditions shift.
We invest where leadership is forward-looking, measured, and decisive.
🔗 Read the full article: Why NVIDIA Is The Tech Winner Of The US-China Tariff Truce