On the most superficial level, Nvidia’s rapid rise to vie for the title of the world’s most valuable company is easy to explain. AI is emerging as

The Nvidia Way - by Babbage - The Chip Letter

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2024-12-23 05:30:04

On the most superficial level, Nvidia’s rapid rise to vie for the title of the world’s most valuable company is easy to explain. AI is emerging as a technology that will be both pervasive and revolutionary. Nvidia makes the best chips for AI. QED.

Dig a little deeper, though, and there are lots of questions. How did Nvidia, a designer of graphics chips, make its products essential as the engines of AI? Was it luck or foresight? Why are other companies struggling to compete? And perhaps the most crucial question of all: Will Nvidia be able to maintain its lead?

At the end of his new book on the GPU-turned-AI chip designer, Tae Kim says he had assumed there must already be several books describing Nvidia's rise and the story of its now-famous CEO, Jensen Huang. It turns out that Kim’s new book, ‘The Nvidia Way,’ is the first.

On reflection, it’s perhaps not surprising, as Nvidia’s ascent and appearance in the wider public consciousness have been sudden and dramatic. As recently as 2019, Nvidia’s stock was trading below $4, a far cry from the $130+ where it stands, with a market capitalization of more than three trillion dollars, at the end of 2024.

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