Nvidia Part III: The Dawn of the AI Era (2022-2023)

<p>It’s a(nother) new era for Nvidia.</p><p>We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen &amp; crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.</p><p>But, it turned out that was only the precursor to an even wilder journey. Over the past 18 months Nvidia has weathered one of the steepest stock crashes in history ($500B+ market cap wiped away peak-to-trough!). And, it has of course also experienced an even more fantastical rise — becoming the platform that’s powering the emergence of perhaps a new form of intelligence itself… and in the process becoming a trillion-dollar company.</p><p>Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!</p><p><strong>Sponsors:</strong></p><p>Thanks to our fantastic partners, any member of the Acquired community can now get:</p><ul> <li> <a href="https://bit.ly/acquiredcrusoe">Scalable, clean and low-cost cloud AI compute from Crusoe</a> (and listen to our recent <a href="https://bit.ly/CrusoeACQ2">ACQ2 interview with CEO Chase Lochmiller</a>)</li> <li><a href="https://bit.ly/statsigacquired">Your product growth powered by Statsig</a></li> <li> <a href="https://bit.ly/BlinkistNvidia">Free access to our episode research on Blinkist</a> plus our favorite books on <a href="https://bit.ly/BlinkistBookshelf">Ben &amp; David’s Bookshelf</a> </li> </ul><p><strong>More Acquired!:</strong></p><ul> <li> <a href="https://www.acquired.fm/email">Get email updates</a> with hints on next episode and follow-ups from recent episodes</li> <li><a href="http://acquired.fm/slack">Join the Slack</a></li> <li><a href="https://pod.link/acquiredlp">Subscribe to ACQ2</a></li> <li> <a href="https://acquir