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How Nvidia Reinvented Its Business Model Twice
In this episode of The CEO Diary, Lucas and Luna explore how Jensen Huang transformed Nvidia from a graphics card maker into a parallel computing powerhouse. They trace the company's two pivotal strategic shifts: the first from gaming GPUs to CUDA-enabled general-purpose computing, and the second from selling chips to building full-stack AI systems. Along the way, they discuss the billion-dollar bet on CUDA in the mid-2000s, the explosive growth of deep learning after 2012, and how Nvidia's recent move into AI infrastructure and software platforms positions it for the next decade…
The skinny
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