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Ep 98. The Power Behind the Chip: Why NVIDIA Is Dominating the World
We trace NVIDIA’s path from gaming graphics to the engine of modern AI, and we pull out practical lessons on focus, moats, and long-term thinking. We explain why CUDA, ecosystem control, and patient strategy created enduring advantage and where the next wave could go.
• origins of NVIDIA and early internet context
• GPUs as parallel processing powerhouses
• the leap from gaming to AI and cloud
• CUDA as the developer moat and lock-in
• market leadership in AI hardware and platforms
• lessons on focus, conviction, and compounding
• where NVIDIA moves next across robotics, cloud, healthcare
If…
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