These rival A.I CEOs are cousins (and they've never had dinner together)

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Hey, Josh here. Found this cool story I thought I would share:

The $5 Trillion Family Feud That Isn't

Here's a wild fact: the CEOs running Nvidia and AMD—two companies slugging it out for control of the AI chip market—are cousins.

Jensen Huang and Lisa Su are first cousins once removed. Huang's mom is Su's grandfather's sister. They share Taiwanese heritage, electrical engineering degrees from elite schools, and Santa Clara headquarters five minutes apart. Their combined companies are worth over $5 trillion.

And they've never had a family dinner together.

The Coincidence That Breaks Your Brain

They didn't grow up together. Huang landed in Oregon via Thailand and a Kentucky reform school (long story—his uncle thought it was a fancy boarding school). Su's family went straight to Queens when she was two. They met at an industry event after both were deep into their careers.

"No family dinners," Su told Bloomberg in 2024. "It is an interesting coincidence."

Coincidence? Two kids from the same Taiwanese family both become electrical engineers, both work at AMD at different times, both end up running competing chip companies that power basically every AI system on the planet?

That's not coincidence. That's culture.

What Makes This Interesting

Listen—family business rivalries usually destroy value. Siblings fight over succession, cousins sue each other, dynasties collapse under the weight of personal grudges.

This is the opposite. The distance that kept them apart as kids—different coasts, massive extended family, zero shared history—created the perfect conditions for healthy competition. No childhood rivalries. No Thanksgiving arguments. Just two exceptional leaders pushing their companies to innovate faster because the other one exists.

Nvidia dominates with 94% of the data center GPU market and $130 billion in revenue. AMD is the scrappy challenger with $26 billion in revenue, chipping away with OpenAI and Oracle deals. Huang's worth $122 billion. Su rescued AMD from near-bankruptcy and built it into a $270+ billion company.

Both are demanding bosses. Huang has 60 direct reports and gives feedback in front of everyone. Su constantly asks her teams for "the next 5%." Both credit immigrant parents who drilled math tables and sacrifice into them.

Why This Matters

The AI infrastructure being built right now—the chips training ChatGPT, powering Claude, running every AI startup's dreams—comes down to these two companies. And the competition is making both better. AMD's aggression forces Nvidia to keep moving. Nvidia's dominance forces AMD to find creative angles.

The fact that they're distant relatives who never broke bread together? Maybe that's the secret. All the shared cultural DNA (Taiwanese work ethic, engineering obsession, immigrant hunger) without the personal baggage.

Two cousins who never met as kids now control the hardware layer of the AI revolution. They're not fighting over the family business—they're building competing empires that happen to share some DNA.

And honestly? The industry is better for it.