This is now the Nvidia era. Nvidia is to AI what Amazon AWS is to websites. Good People, before this age of AI, Nvidia was just another microelectronics company. When I interviewed for Intel, coming out of PhD, in Ronler Acres campus in Hillsboro Oregon, no one in that panel saw it as something different. A week later, I was in Analog Devices, the conversation was on Texas Instruments, as Nvidia was way off from its focus. I decided for Analog Devices because of an amazing Apple project.
But here we are: Nvidia is now the industry and more. Intel has lost ground to AMD. AMD itself was a failed company which magically resurrected. They say in social media tech, it is just one click away; I will say in hardware, it is just how transistors are organized.
For Nvidia, though, it goes beyond transistors. Yes, Nvidia’s CUDA (Compute Unified Device Architecture) is a huge moat. CUDA allows developers to write code that runs on NVIDIA GPUs (Graphics Processing Units) for various tasks, including scientific simulations, machine learning, and deep learning. By providing a powerful and efficient framework for GPU programming, CUDA has become a cornerstone of NVIDIA’s software ecosystem. You can make better chips, but you still have to beat CUDA.
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These companies will power the empires of the future because before those clicks, likes, etc, transistors must fire, and someone must organize them. Borrowing the oil sector for an analogy, these are the upstream players while the social media companies are downstream. Facebook, Microsoft, TikTok, etc will not advance until Nvidia, Intel, Analog Devices, etc have evolved because transistors rule all nations!
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