It’s a(nother) new era for Nvidia.
We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & 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.
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.
Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!
Sponsors:
Thanks to our fantastic partners, any member of the Acquired community can now get:
More Acquired!:
Links:
Carve Outs:
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
Episode 50: Apple - Beats
Episode 49: The Stitch Fix IPO
Episode 48: Qualcomm - Broadcom
Episode 47: The Atlassian IPO
Episode 46: Blue Bottle Coffee
Episode 45: HTC, Google and the Future of Mobile
Episode 43: The Square IPO
Episode 42: Opsware (with special guest Michel Feaster)
Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson
Episode 40: Activision Blizzard
Acquired Episode 39: Whole Foods Market
"About Acquired" on the Anchor Podcast of the Day
Acquired Episode 38: SoundJam (iTunes)
Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”
Episode 36: The LA Clippers
Episode 35: Oculus
Episode 34: The Starbucks IPO with Dan Levitan
Episode 33: Overture (with the Internet History Podcast!)
Episode 32: The Snap Inc. IPO
Episode 31: The Uber - Didi Chuxing Merger with Brad Stone, author of The Upstarts & The Everything Store
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot
A Prairie Home Companion: News from Lake Wobegon