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How Jensen Huang Built NVIDIA's AI Moat with CUDA
This episode dives into the boldest bet in modern chipmaking: Jensen Huang's decision to invest billions in CUDA, a parallel computing platform that turned NVIDIA from a graphics card maker into the engine of the AI revolution. We trace the story from the 2006 launch of CUDA, through the skeptical years when it seemed like a costly gamble, to the 2012 AlexNet breakthrough that validated the strategy. Today, over 4 million developers use CUDA, and NVIDIA's data-center revenue has exploded. We examine how Huang maintained conviction through a decade of shareholder pressure, how he…
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