Ben Gilbert
Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
- Published
- September 6, 2023
- Duration
- 2h 54m
- Summary source
- description
- Last updated
- Jul 5, 2026
Discusses machine-learning, investing.
Summary
It’s a(nother) new era for Nvidia.We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forge…
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Show notes
It’s a(nother) new era for Nvidia.We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.But, it
Themes
- machine-learning
- investing