On October 1, as reported by Business Insider, Rene Haas, the CEO of chip design giant ARM, recounted his experiences working under Jensen Huang at NVIDIA. He highlighted how Huang's audacious leadership decisions fundamentally altered the company's developmental path.
During the All-In Summit 2025 held in September of this year, Haas delved into his seven-year tenure at NVIDIA, where he was involved in computing product development. He vividly described a pivotal moment during an external meeting that was initially convened to discuss the business roadmap. In a bold move, Jensen Huang abruptly shifted the strategic course by deciding to terminate a product line. This decision entailed reallocating 2,000 engineers from Project X to Project Y. Considering that NVIDIA employed only around 6,000 people at the time, this reassignment was a significant undertaking.
This strategic pivot signified NVIDIA's deliberate choice to cease manufacturing companion chips for Intel processors—a decision that would later prove to be a game-changer. Rather than striving to keep pace with Intel in the fiercely competitive PC market, Huang chose to redirect thousands of engineers towards concentrating on ARM architecture design and graphics chips. Haas emphasized that this strategic realignment played a pivotal role in shaping NVIDIA's future trajectory.