Like the biggest ship in the flotilla,Nvidia cut through the early-year chop under full sail—fueled not by hype, but by hard demand, locked-in chip orders,and the relentless pull of AI infrastructure
Nvidia an amazing story. I remember when they came out with a graphics card that enabled dual (not yet multi) monitors on a single PC (revolutionary at the time). And it was a hit obviously. It was forgotten for a while as multi-monitors became commonplace, commoditised, and cheap. Then graphics accelerators for gaming breathed new life into it. Then that faded. But anyone paying attention for years at how their GPUs were being used by the BTC miner crowd - that was quixotic and a little intriguing, suggesting there was more to these things than met the eye. They could be used for intense computation. And along comes the LLMs and AI. How no other chip makers are catching up yet is astonishing.
Nvidia an amazing story. I remember when they came out with a graphics card that enabled dual (not yet multi) monitors on a single PC (revolutionary at the time). And it was a hit obviously. It was forgotten for a while as multi-monitors became commonplace, commoditised, and cheap. Then graphics accelerators for gaming breathed new life into it. Then that faded. But anyone paying attention for years at how their GPUs were being used by the BTC miner crowd - that was quixotic and a little intriguing, suggesting there was more to these things than met the eye. They could be used for intense computation. And along comes the LLMs and AI. How no other chip makers are catching up yet is astonishing.
It's been an incredible story.