Ben Gilbert
Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
- Published
- September 6, 2023
- Duration
- 2h 56m
- Summary source
- description
- Last updated
- Apr 17, 2026
Discusses business, investing, technology.
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…
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
- business
- investing
- technology