Nvidia Part III: The Dawn of the AI Era (2022-2023)

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 turned out that was only the precursor to an even wilder
journey. Over the past 18 months Nvidia has weathered one of the
steepest stock crashes in history ($500B+ market cap wiped away
peak-to-trough!). And, it has of course also experienced an even
more fantastical rise — becoming the platform that’s powering the
emergence of perhaps a new form of intelligence itself… and in
the process becoming a trillion-dollar company.


Today we tell another chapter in the amazing Nvidia saga: the
dawn of the AI era. Tune in!


Links:


Asianometry on AI Hardware

Episode sources



Carve Outs:


Alias

Moana



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‍Note: Acquired hosts and guests may hold assets discussed in
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