At NVIDIA they can’t stop rubbing their hands. They sell by piece and they don’t stop signing circular financing agreements that do nothing more than enlarge your position current.
The company has made gold with the rise of artificial intelligence, and to talk about it we have dedicated this new Crossover 1×28 to recount the history and evolution of a company that is in a state of grace.
We started by talking about how NVIDIA gained a privileged position in the world of gaming and how in the 2010s it (briefly) took advantage of the rise of cryptocurrency mining.
All of this has managed to make NVIDIA enjoy the leading role in the duopoly that exists in the graphics card market for gamers: only AMD overshadows it, although Intel in recent times has tried to carve out some space for itself.
However, what catapulted the company was a singular bet: to ensure that its GPUs could be used for the field of artificial intelligence. That market was still in its infancy. when CUDA emergedbut little by little the researchers working in that field were verifying that this platform was a great ally for their advances.
And then, of course, ChatGPT arrived and with it the AI gold rush. NVIDIA has become more essential than ever, and everyone, large and small, wants their AI accelerators for new data centers.
It’s non-stop amazing and somewhat disturbingbecause the exaggerated growth of NVIDIA only validates the hypothesis that we are facing a gigantic AI bubble.
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