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!
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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 30: P.A. Semi + AuthenTec
Episode 29: Special—2016 Review and 2017 Predictions
Episode 28: The Amazon IPO with original Amazon Board Member Tom Alberg
Episode 27: Special—A Conversation with Microsoft's Head of Strategic Investments Brian Schultz
Episode 26: Marvel
Episode 25: The Facebook IPO
Episode 24: Skype
Episode 23: NeXT (Live show at the GeekWire Summit)
Episode 22: Zillow + Trulia (with Zillow Group CFO Kathleen Philips)
Episode 21: Inside the M&A Press with Bloomberg's Alex Sherman
Episode 20: Android
Episode 19: Jet
Episode 18: Special—An Acquirer’s View into M&A with Taylor Barada, head of Corp Dev at Adobe
Acquired Episode 17: Waze
Acquired Episode 16: Midroll + Stitcher (acquired by Scripps)
Acquired Episode 15: ExactTarget (acquired by Salesforce) with Scott Dorsey
Episode 14: LinkedIn
Episode 13: Push Pop Press (Facebook Instant Articles) with Todd Bishop
Episode 12: Snapchat
Episode 11: PayPal
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