{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "jensen-huang",
  "name": "Jensen Huang",
  "role": null,
  "url": "https://deepstack.ltd/people/jensen-huang/",
  "api": "https://deepstack.ltd/api/v1/entities/people/jensen-huang.json",
  "summary": "Jensen Huang is named in 3 Parts of The Buildout, most recently Part 12: The Model Is Not the Price.",
  "parts": [
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 11,
      "headline": "The Backlog Is Not the Quarter",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 12,
      "headline": "The Model Is Not the Price",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 10,
      "section": "A cheap top",
      "excerpt": "Tae Kim relays Jensen Huang’s case that Nvidia’s GPUs are productive, fungible and durable.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 11,
      "section": "The margin the book does not show",
      "excerpt": "Tae Kim, reporting Jensen Huang's press session on September 29, answers with the asset rather than the invoice: the GPUs are productive, fungible and durable.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 12,
      "section": "Lede",
      "excerpt": "Nine are Spencer against Kim on who leads the model race, Part 5's question, and three more are Spencer against Jensen Huang as Kim relayed him; about twenty bear on this one.",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    }
  ],
  "sides": [],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}