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How Nvidia Pivoted From Gaming Graphics to AI Infrastructure
This episode of The Pivot Podcast explores how Nvidia transformed from a gaming graphics card company into the backbone of the AI revolution. Lucas and Luna trace the company's journey from its founding in 1993 through its bet on CUDA in 2006, the near-death experience during the crypto crash, and the explosion of demand for its GPUs in training large language models. They discuss the strategic decision to build a software ecosystem around CUDA, the risk of betting on a future that hadn't arrived yet, and how Nvidia now powers everything from data centres to autonomous vehicles…
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