
Acquired
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Filtered episodes(2)
- StandardSummaries onlyNvidia Part III: The Dawn of the AI Era (2022-2023)
Published Sep 6, 2023
Ben GilbertIt’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
- StandardSummaries onlyNvidia Part II: The Machine Learning Company (2006-2022)
Published Apr 20, 2022
Ben GilbertBy 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