NVIDIA, every mention
473 scenes (2023), the whole family · ← back to NVIDIA
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every year 2023 anyone Ben Gilbert 553David Rosenthal 488Jensen Huang 45Morris Chang 22John Bathgate 8Steve Ballmer 3Eric Yuan 3Michael Lewis 2Peter Gassner 1Hamilton Helmer 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
Holiday Special 2023 (Audio) · Acquired
- ▶ 2:10 Ben Gilbert So if you liked the programming and assembly language on air from NVIDIA, or I guess assembly language pseudocode, or our Qualcomm episode where we tried to describe how the CDMA protocol works, we're still here for you.
- ▶ 16:14 David Rosenthal Nintendo, Lockheed, Porsche, Nike, Costco, Nvidia part three, and then Visa.
- ▶ 16:31 David Rosenthal Daniel Ek, Dara Khosrowshahi from Uber, Jensen from Nvidia, and then Charlie.
- ▶ 39:55 David Rosenthal And I think that, to me, is at least one example, there may be more, of how we can do something unique and special, and that's not to take away from all the other many masters of their craft out there, like Patrick O'Shaughnessy and many…
- ▶ 50:54 Ben Gilbert Jensen, I think we originally reached out to NVIDIA before we started our NVIDIA part one research almost two years ago and said, hey, would Jensen, and this was a very different time for Acquired.
- ▶ 51:08 Ben Gilbert We thought the dream is to interview Jensen, not the dream is to go learn as much as we can about NVIDIA and tell the story ourselves.
- ▶ 51:24 Ben Gilbert And it wasn't until, like, we did the work, and then we made part one and part two, where then it caught NVIDIA's attention, and the folks there were like, geez, we should do something together.
- ▶ 55:54 David Rosenthal So, NVIDIA is one of their major partners, and Crusoe's data centers are filled with all the latest Hopper GPUs linked up with InfiniBand and optimized for the best
- ▶ 55:54 David Rosenthal So, NVIDIA is one of their major partners, and Crusoe's data centers are filled with all the latest Hopper GPUs linked up with InfiniBand and optimized for the best
- ▶ 56:33 Ben Gilbert Series A from a whole bunch of great venture investors at Kleiner, Emergence, Lux, and NVIDIA itself called Together AI.
- ▶ 2:21:34 Ben Gilbert Yep, the whole team at NVIDIA, initially the people that were willing to speak with us about the episodes we were doing just to help with the research for the episodes and make sure we got it right, but then subsequently their entire…
Visa (Audio) · Acquired
- ▶ 2:33:32 Ben Gilbert There's not, like, Nvidia chips that need to run in these data centers to do any crazy LLM processing.
- ▶ 2:50:51 David Rosenthal That would be Nvidia.
- ▶ 2:50:54 David Rosenthal Even Nvidia doesn't have gross margins like Visa.
- ▶ 3:32:58 Ben Gilbert Remember the Nvidia slide of the trillion dollar, uh, TAM?
NVIDIA CEO Jensen Huang · Acquired
- ▶ 0:01 Ben Gilbert I will say, David, I would love to have NVIDIA's full production team every episode.
- ▶ 0:58 Ben Gilbert After researching NVIDIA for something like 500 hours over the last two years, we flew down to NVIDIA headquarters to sit down with Jensen himself.
- ▶ 1:07 Ben Gilbert And Jensen, of course, is the founder and CEO of Nvidia, the company powering this whole AI explosion.
- ▶ 1:14 Ben Gilbert At the time of recording, Nvidia is worth 1.1 trillion dollars and is the sixth most valuable company in the entire world.
- ▶ 1:23 Ben Gilbert And right now is a crucible moment for the company.
- ▶ 1:30 Ben Gilbert They have about the most impressive strategic position and lead against their competitors of
- ▶ 1:40 Ben Gilbert Will NVIDIA's insane prosperity continue for years to come?
- ▶ 1:49 Ben Gilbert And if so, can NVIDIA actually maintain their ridiculous dominance as this market comes to take shape?
- ▶ 1:56 Ben Gilbert So Jensen takes us down memory lane with stories of how they went from graphics to the data center to AI,
- ▶ 2:02 Ben Gilbert How they survived multiple near-death experiences.
- ▶ 2:13 David Rosenthal Yeah, I got new perspective on the company and on him as a founder and a leader just from doing this, despite, you know, we thought we knew everything before we came in advance, and, uh, it turned out we didn't.
- ▶ 2:31 Ben Gilbert There is incredible discussion of everything about this company, AI, the whole ecosystem, and a bunch of other episodes that we've done recently going on in there right now.
- ▶ 3:32 Ben Gilbert You commission the production run site unseen with the rest of the company's money.
- ▶ 4:40 Jensen Huang And so what Revo Run-Twenty-eight was, was a reset of our company.
- ▶ 4:44 Jensen Huang Now remember, at the time that we started the company in 1993,
- ▶ 5:00 Jensen Huang And so anyways, Riva one, 28 was a reset of our company because by the time that we realized we had gone down the wrong road, Microsoft had already rolled out DirectX.
- ▶ 5:10 Jensen Huang It was fundamentally incompatible with Nvidia's architecture.
- ▶ 5:37 Jensen Huang And that time, 1997, was probably NVIDIA's best moment, and the reason for that was our backs were up against the wall, we were running out of time, we were running out of money, and for a lot of employees, running out of hope.
- ▶ 7:00 David Rosenthal Today, in a way, you kind of do that here at NVIDIA too.
- ▶ 10:20 David Rosenthal How much of this was you and how much of this was like your co-founders, the rest of the company, the board, was everybody telling you you were crazy?
- ▶ 10:51 Ben Gilbert So is the lesson for founders out there, when you have conviction on something like the Revo-one-twenty-eight or, ah, CUDA, go bet the company on it.
- ▶ 17:30 David Rosenthal Um, and that's where NVIDIA is today.
- ▶ 21:12 Jensen Huang Uh, we have, we have some great employees today that were there in the beginning, and I knew that they needed this amazing computer that we were building, and we're building the first version of the DGX, which, you know, today when you see…
- ▶ 25:03 David Rosenthal So in our NVIDIA part three episode, we talked about how the AI research teams at Google and Facebook drove incredible business outcomes with cutting edge ML models.
- ▶ 27:16 Ben Gilbert Some are cultural about NVIDIA, but others are generalizable to company building broadly.
- ▶ 27:34 Ben Gilbert Do you think there's something special about NVIDIA that makes you able to have so many direct reports
- ▶ 27:53 Ben Gilbert And B, is there something special about NVIDIA that enables that?
- ▶ 27:57 Jensen Huang I don't think it's something special with NVIDIA.
- ▶ 28:03 Jensen Huang NVIDIA is not built like a military, it's not built like a, like the armed forces, where you have, you know, generals and colonels, you know, we just, we're not set up like that.
- ▶ 29:04 David Rosenthal Have you always thought about the company this way?
- ▶ 30:06 Jensen Huang And the way that we say is that there's a phrase in the company called mission is the boss.
- ▶ 30:28 David Rosenthal And when you say mission, do you mean mission like NVIDIA's mission is?
- ▶ 30:32 Jensen Huang Bill Hopper.
- ▶ 30:38 Jensen Huang Uh, build Hopper, or somebody else is, uh, build a system for Hopper.
- ▶ 30:41 Jensen Huang Somebody is, uh, build CUDA for Hopper.
- ▶ 30:44 Jensen Huang Somebody's job is build CUDNN for CUDA for Hopper.
- ▶ 31:14 Jensen Huang In our company, the information is disseminated fairly quickly to a lot of different people, and it's usually at a team level.
- ▶ 33:32 Jensen Huang And what does this mean to NVIDIA and the age of our company and the capability of our company?
- ▶ 34:24 David Rosenthal There's this sort of, um, unbelievable third element, I think, to what NVIDIA has become today, and that's the data center.
- ▶ 34:35 David Rosenthal I can't reason from AlexNet and your engagement with the research community, uh, and, you know, social media feed recommenders to you deciding and the company deciding we're going to go on a five-year all-in journey on the data center.
- ▶ 34:56 Jensen Huang I'm always being asked, I mean, what are the challenges that the company could see someday?
- ▶ 35:01 Jensen Huang And, and I've always felt that the fact that NVIDIA's technology is plugged into a computer, and that computer has to sit next to you, because it has to be connected to a monitor, that will limit our opportunity someday.
- ▶ 36:22 Jensen Huang And look at, look at GeForce Now was NVIDIA's first data center product.
- ▶ 36:42 Jensen Huang And the reason why it's so important is because the disconnection between where NVIDIA's computing is done versus where it's enjoyed,
- ▶ 37:12 Ben Gilbert I, you know, the data center segment of NVIDIA's business to me has become synonymous with how is AI going?
- ▶ 37:52 Jensen Huang You know, our job as CEO is to look around corners and anticipate where will opportunities be someday, and even if I'm not exactly sure what and when, how do I position the company to be near it, to be just standing kind of near under the…
- ▶ 40:35 Jensen Huang And so, so those characteristics are associated with Mellanox, not NVIDIA.
- ▶ 40:42 Jensen Huang And so the day that I concluded that really NVIDIA wants to be a, you know, build computers of the future and computers of the future are going to be data centers embodied in data centers.
- ▶ 42:16 David Rosenthal When we were researching particularly part three of our NVIDIA series, we talked to a lot of people, and many people told us the Mellanox acquisition is one of, if not the best of all time by any technology company.
- ▶ 43:15 Jensen Huang A lot of my work is positioning the company near opportunities and, and, um, uh, having the, the, uh, the company having the skills to, to, um, monetize each one of the steps along the way so that we can be sustainable.
- ▶ 43:49 David Rosenthal Yes, Crusoe, as you know by now, is a cloud provider built specifically for AI workloads and powered by clean energy, and NVIDIA is a major partner of Crusoe.
- ▶ 43:58 David Rosenthal Their data centers are filled with A-Hundreds and H-Hundreds, and as you probably know, with the rising demand for AI, there's been a huge surge in the need for high-performing GPUs, leading to a noticeable scarcity of
- ▶ 43:58 David Rosenthal Their data centers are filled with A-Hundreds and H-Hundreds, and as you probably know, with the rising demand for AI, there's been a huge surge in the need for high-performing GPUs, leading to a noticeable scarcity of
- ▶ 44:12 David Rosenthal Of NVIDIA GPUs in the market.
- ▶ 44:14 David Rosenthal Crusoe has been ahead of the curve and is among the first cloud providers to offer NVIDIA's H-one hundreds at scale.
- ▶ 44:14 David Rosenthal Crusoe has been ahead of the curve and is among the first cloud providers to offer NVIDIA's H-one hundreds at scale.
- ▶ 44:22 David Rosenthal Create the best AI cloud solution for customers using the very best GPU hardware on the market that customers ask for, like NVIDIA, and invest heavily in an optimized cloud software stack.
- ▶ 44:34 Ben Gilbert To illustrate, they already have several customers already running large-scale generative AI workloads on clusters of NVIDIA H-H-H-GPUs, which are interconnected with 3200 gigabit InfiniBand and leveraging Crusoe's network-attached block…
- ▶ 44:34 Ben Gilbert To illustrate, they already have several customers already running large-scale generative AI workloads on clusters of NVIDIA H-H-H-GPUs, which are interconnected with 3200 gigabit InfiniBand and leveraging Crusoe's network-attached block…
- ▶ 45:46 Ben Gilbert I want to move away from NVIDIA if you're okay with it and ask you some questions since we have a lot of founders that listen to this show sort of advice for company building.
- ▶ 47:47 Jensen Huang And so we were early in PC gaming and today, uh, NVIDIA is very large in PC gaming.
- ▶ 48:00 Jensen Huang Just about every workstation on the planet uses NVIDIA's technology.
- ▶ 48:03 Jensen Huang Uh, we re re reimagined, um, how supercomputing ought to be done, and who should, who should benefit from supercomputing, that we would democratize it, and look today, NVIDIA's, and accelerated computing is, is, um, quite large, and we…
- ▶ 50:20 David Rosenthal I'm so glad you brought this up because I wanted to ask you, um, in my mind at least, and it sounds like in yours too, NVIDIA is absolutely a platform company, of which there are very few meaningful platform companies in the world.
- ▶ 51:33 Jensen Huang In fact, NVIDIA's first strategy, business strategy,
- ▶ 51:42 Jensen Huang And a game console needs developers, which is the reason why NVIDIA a long time ago, one of our first employees was a developer relations person.
- ▶ 52:05 Jensen Huang NVIDIA architecture was called Direct Envy.
- ▶ 52:18 David Rosenthal But DirectX didn't exist when you started NVIDIA, right?
- ▶ 53:06 Ben Gilbert It's like trying to compete against Nvidia today.
- ▶ 53:35 Jensen Huang And so that's the NVIDIA strategy.
- ▶ 53:36 David Rosenthal And is this why you are so militant, and I think from our research it really was you being militant that every NVIDIA chip will run CUDA?
- ▶ 55:55 Ben Gilbert Do you remember any moments in NVIDIA's history where you're like, oh, we made a bunch of wrong decisions, but somehow we got saved because, you know, it takes the sum of all the luck and all the skill.
- ▶ 57:48 Jensen Huang Uh, decided to use acceleration, because remember, Doom was completely software rendered, and the NVIDIA philosophy was that although general purpose computing is a fabulous thing, it's going to enable software and IT and everything, um,…
- ▶ 1:05:32 Jensen Huang Sequoia was the first investor in our company.
- ▶ 1:10:19 David Rosenthal Using NVIDIA technology?
- ▶ 1:11:04 Jensen Huang And, uh, what he said to me the last time as he, uh, decided to invest in our company, he says, if you lose my money, I'll kill you.
- ▶ 1:13:43 Jensen Huang You know, if, if it wasn't because of Chris and Curtis convincing me to do, do NVIDIA, I would still be at LSI Logic today, I'm certain of it.
- ▶ 1:15:06 David Rosenthal I got the sense from remembering back to part one of our, uh, series on NVIDIA.
- ▶ 1:15:54 Jensen Huang That by raising the level of abstraction in what is now called high-level design, it was coined by Harvey Jones, who's on NVIDIA's board, and I met, met him way back in the early days of Synopsys.
- ▶ 1:19:48 David Rosenthal It's twenty-twenty-three, 30 years, anniversary of the founding of NVIDIA.
- ▶ 1:20:17 Jensen Huang The reason why I wouldn't do it, and it goes back to why it's so hard, is building a company and building a video turned out to have been a million times harder than I expected it to be, any of us expected it to be.
- ▶ 1:21:14 Jensen Huang Omniverse, how hard can it be?
- ▶ 1:22:20 Jensen Huang I'm surrounded by these people that never one time gave up, and they never one time gave up on me, and that's the entire ball of wax, you know, and, and to be able to go home and, and, uh, uh, have your family be fully committed to, to…
- ▶ 1:22:50 Jensen Huang and, you know, Harvey Jones and all the, the early people of our company, the Bill Millers, they, ah, not one time gave up on the company and us, and, and you kind of, you need that, you know, not kind of need that, you need that, and I'm…
- ▶ 1:23:14 David Rosenthal I can only imagine how meaningful that, I mean, I know how meaningful that is in any company, but for you, given that, I feel like the NVIDIA journey is, um, particularly amplified on these dimensions, right?
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