Nvidia Part II: The Machine Learning Company (2006-2022)

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.

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Links:

• Ben Thompson’s great Stratechery interview with Jensen
• Linus Tech Tips tests an Nvidia A100
• Episode sources

Carve Outs:

• The Expanse short story collection, Memory's Legion
• Sony RX100 point-and-shoot camera

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