01
The founder
Jensen Huang
02
The bet
Make the graphics chip programmable for any computation, years before anyone asked for it.
03
The inflection point
CUDA shipped in 2006 to a market that barely existed. In 2012, AlexNet trained on two NVIDIA GPUs won ImageNet, and that zero-billion-dollar market turned out to be AI.
04
The lesson
Build the platform before the market arrives, and be willing to suffer through the years when it looks like a mistake.