Dave Lee, Columnist

Google Puts a Crack in Fortress Nvidia

November 26, 2025 at 10:00 AM UTC

Dave Lee is Bloomberg Opinion's US technology columnist. He was previously a correspondent for the Financial Times and BBC News.

Still the Godfather, for now.
Photographer: Kent Nishimura/Bloomberg

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Jensen Huang didn’t earn the nickname “Godfather of AI” for nothing.

With demand for chips made by Nvidia Corp. greatly outstripping supply, the company’s chief executive officer has been able to name his price for them. Through a web of investments, AI companies big and small are firmly in his pocket. Even to the world’s wealthiest men, Huang’s the don. “I would describe the dinner as me and Elon begging Jensen for GPUs,” Oracle Corp. founder Larry Ellison said of one meeting in 2024.