cover of episode Nvidia Part I: The GPU Company (1993-2006)

Nvidia Part I: The GPU Company (1993-2006)

2022/3/28
logo of podcast Acquired

Acquired

AI Deep Dive Transcript
People
B
Ben Gilbert
D
David Rose
Topics
Ben Gilbert 和 David Rose 讲述了 Nvidia 从 1993 年成立至今的历程,以及其在残酷竞争的低利润率市场中如何通过技术创新和战略决策,最终获得 83% 的独立 GPU 市场份额。他们重点介绍了 Nvidia CEO 黄仁勋的三次关键决策,以及这些决策如何将公司从破产边缘拉回,并最终引领公司走向成功。他们还分析了 Nvidia 的发展历程中面临的挑战,例如微软 Direct3D 标准的推出,以及 Nvidia 如何通过专注于性能竞争和缩短芯片设计周期来应对这些挑战。 两位主持人详细回顾了黄仁勋的个人经历,以及他在 AMD 和 LSI Logic 的工作经历如何为他创办 Nvidia 奠定基础。他们分析了 Nvidia 的命名由来,以及其初期愿景:将图形技术作为一种艺术化的故事讲述媒介。他们还探讨了 Nvidia 初期面临的挑战,例如需要说服开发者采用其技术和标准,以及如何通过与世嘉合作,以及后来的微软合作,来拓展市场。

Deep Dive

Shownotes Transcript

He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and personal — too many times to count, and he runs the 8th most valuable company in the world. Nope, he's not Elon Musk, he’s Jensen Huang — the most badass CEO in semiconductor history. Today we tell the first chapter of his and Nvidia’s incredible story. You’ll want to buckle up for this one! 

**Sponsors:**Statsig: https://bit.ly/acquiredstatsig24)Vanta: https://bit.ly/acquiredvanta)Crusoe: https://bit.ly/acquiredcrusoe)

This episode has video! You can watch it on YouTube). 

PSA: if you want more Acquired, you can follow our newly public LP Show feed here) in the podcast player of your choice (including Spotify!).

Links:

Carve Outs:

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.