The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Rosenthal: 89 Other Graphics Chip Startups Were Funded Soon After Nvidia
“Literally 89 other companies get funded within a couple months to go do the same thing.”
Huang: GeForce NOW was NVIDIA's first data center product, preceding CUDA supercomputing
“GeForce Now was NVIDIA's first data center product. And our second data center product was remote graphics, putting our GPUs in, in the world's enterprise data centers, which then led us to our third product, which combined CUDA plus our GPU, which became a su…”
NVIDIA's programmable shaders were the first massively parallel processors
“And if you just looked at the pipeline of a programmable shader, it is a processor and is highly parallel, and it is massively threaded, and it is the only processor in the world that does that.”
Rosenthal: NVIDIA was first graphics card company to write in-house drivers
“All the other graphics cards companies at the time and most peripheral companies, they let the further downstream partners rate the drivers for what they were doing. NVIDIA was the first one that said, no, no, we want to control this. We want to make sure cons…”
Rosenthal: Nvidia Was the First Dedicated Graphics Card Company
“NVIDIA is the first. They are the first dedicated graphics card company.”
Data center GPUs represent a $30 billion market growing to $50 billion
“Right now, GPUs In the data center are like a thirty billion dollar a year market going to like a fifty billion dollar next year”
Nvidia split consumer and data center GPU architectures in September 2022
“Up until NVIDIA's current GPU generation, the hopper generation of GPUs for the data center, there was only one GPU architecture at NVIDIA, and that same architecture and those same chips from the same wafers made at TSMC, some of them went to consumer gaming …”