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The Rise of NVIDIA, Part 20: The Most Valuable Company on Earth

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 19: The AI Factory Thirty-three years after three engineers sketched a graphics company over pancakes at a Denny's in San Jose, NVIDIA sits at the center of the most valuable franchise in the history of public markets. The chip designer that spent its first decade fighting for survival in the video-game aisle is now the load-bearing pillar of the entire artificial-intelligence economy. This is where our twenty-part story arrives: not at a product launch, but at a coronation. The fastest climb in market history The numbers read like a typo. On June 13, 2023, NVIDIA closed above a $1 trillion market capitalization for the first time, joining a club that had taken Apple and Microsoft decades to reach. Then the AI boom shifted into a gear nobody had a name for. The company crossed $2 trillion on March 1, 2024, and blew past $3 trillion on June 5 of the same year — a $1T-t...
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The History and Legacy of Java: Write Once, Run Everywhere — for 30 Years

Few technologies have shaped the modern world as quietly and completely as Java. It runs on the servers behind your bank, the Android phone in your pocket, the world's most popular video game, and the data pipelines that train today's AI. Three decades after its debut, Java is still one of the most-used programming languages on Earth. This is the story of how a language built for interactive TV ended up running the planet. From a set-top box to the browser (1991–1995) Java began in 1991 as an internal Sun Microsystems skunkworks effort called the Green Project , led by James Gosling , Mike Sheridan, and Patrick Naughton. Their goal wasn't the web at all — it was consumer electronics, like smart TVs and set-top boxes. Gosling designed a small, portable language originally named Oak (after a tree outside his office). The interactive-TV market never materialized, but the team had built something more valuable than they realized: a language whose programs could run on an...

The Rise of NVIDIA, Part 19: The AI Factory

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 18: One Trillion Dollars By the spring of 2024, NVIDIA was no longer a company that made chips for a market. It was the market. Every hyperscaler, every startup with a language model and a dream, every sovereign wealth fund suddenly building "national AI" was standing in the same line, holding the same purchase order, waiting for the same silicon. So when Jensen Huang walked onto the stage at the SAP Center in San Jose on March 18, 2024 — a hockey arena, not a ballroom — the room felt less like a product launch and more like a stadium show. The keynote was for NVIDIA's GTC conference, and the headline act was a new architecture named Blackwell. The chip that broke its own rules Blackwell was named for David Blackwell, the mathematician and statistician who in 1965 became the first Black scholar inducted into the U.S. National Academy of Sciences. The name was a no...

The Rise of NVIDIA, Part 18: One Trillion Dollars

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 17: ChatGPT Changes Everything For thirty years, the number belonged to a different kind of company. A trillion dollars in market value was the reward for building the phone in your pocket, the software on your desk, the store that delivered everything to your door. It was the province of Apple, of Microsoft, of the great consumer platforms. It had never once been handed to a company whose entire business was etching patterns into silicon. On the morning of May 30, 2023, that changed — and it changed because of a single sentence buried in an earnings report six days earlier. The Sentence That Moved a Hundred Billion Dollars On May 24, 2023, Nvidia reported results for the first quarter of its fiscal 2024, the three months ending April 30. On paper the numbers looked ordinary, even soft: revenue of $7.19 billion, down 13% from a year earlier. The gaming business was stil...

The Rise of NVIDIA, Part 17: ChatGPT Changes Everything

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 16: Hopper On the last day of November 2022, a research lab in San Francisco quietly put a chatbot on the web. There was no launch event, no advertising, no keynote. OpenAI called it a "research preview" and expected, by its own later admission, a modest response. Within five days, a million people had signed up. Within two months, ChatGPT had reached an estimated hundred million users, making it the fastest-growing consumer application in history to that point. Almost nobody, in those first giddy weeks of screenshots and disbelief, was thinking about the hardware. But every clever answer ChatGPT gave, every poem and pun and block of Python, was a burst of arithmetic running on a rack of chips in a data center. And nearly all of those chips carried the same logo: a green, swirling eye. NVIDIA had spent a decade quietly building the machinery of artificial intelligence. Now the w...

The Rise of NVIDIA, Part 16: Hopper

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 15: When Data Center Ate Gaming By the spring of 2022, a strange thing had happened to the computer industry. The most important model in artificial intelligence was no longer a secret research idea — it was a shape. The Transformer, introduced in a 2017 Google paper titled “Attention Is All You Need,” had become the beating heart of nearly every ambitious AI system: language models, translation, recommender engines, protein folding. And the workloads that shape produced — enormous stacks of matrix multiplications, repeated billions of times — had started to strain even NVIDIA’s formidable Ampere GPUs. So NVIDIA did something it had never done quite so explicitly before. It built a chip for the Transformer . On March 22, 2022, at its GTC conference, the company unveiled the Hopper architecture and its first product, the H100. It was named for ...

The Rise of NVIDIA, Part 15: When Data Center Ate Gaming

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 14: The $40 Billion That Got Away For thirty years, one number defined NVIDIA. It was the number of gamers who bought a graphics card to make Crysis run a little smoother, or to squeeze another few frames out of Call of Duty . Gaming was the identity, the origin story, the reason the company existed. Jensen Huang had founded NVIDIA in 1993 to render triangles faster than anyone else, and for three decades gaming paid the bills, funded the research, and defined the brand. Then, in the spring of 2022, without a keynote or a product launch to mark the moment, that number stopped being the biggest one on the page. A quiet line in an earnings report On May 25, 2022, NVIDIA reported results for the first quarter of its fiscal 2023 — the three months ending May 1. Total revenue was a record $8.29 billion. Buried in the segment breakdown was a sentence that, in hindsight, mar...

The Rise of NVIDIA, Part 14: The $40 Billion That Got Away

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 13: Buying the Plumbing By the summer of 2020, Jensen Huang had spent two decades building NVIDIA into the company that supplied the world's compute. But there was one thing NVIDIA didn't own: the instruction set that ran inside almost every phone, tablet, and embedded chip on Earth. That belonged to a quiet company in Cambridge, England. So NVIDIA tried to buy it — and set off the most contentious semiconductor deal in history. The $40 Billion Handshake On September 13, 2020, NVIDIA announced it had signed a definitive agreement to acquire Arm Limited from Japan's SoftBank Group for a staggering $40 billion , paid in a mix of cash and NVIDIA stock. It was, and remains, the largest deal the chip industry had ever attempted. The logic was seductive. Arm doesn't manufacture chips — it designs the processor blueprints that other companies license, then license again...

The Rise of NVIDIA, Part 13: Buying the Plumbing

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 12: Ray Tracing By 2019, Jensen Huang had a problem that most CEOs would kill for: NVIDIA's chips were winning. GPUs had become the beating heart of AI training, and the world's fastest supercomputers — Summit and Sierra, both built for the U.S. Department of Energy — ran on NVIDIA silicon. But Huang had noticed something that would reshape the company. The bottleneck in a modern datacenter was no longer the chip. It was the wiring between the chips. When you lash together tens of thousands of GPUs to train a single model, the machine is only as fast as the network stitching them together. Data has to fly between nodes at staggering speed, and every microsecond of delay is multiplied across the whole cluster. NVIDIA made the muscle. It did not, yet, make the nervous system. So on March 11, 2019, it announced it would buy the company that did. The company that made ...

The Rise of NVIDIA, Part 12: Ray Tracing

🎮 The Rise of NVIDIA — a 20-part series. See all parts »  |  « Part 11: Dig for Gold, Sell the Shovels For as long as computers had drawn pictures, there were two ways to make an image. There was the way movies did it — simulating actual rays of light, letting them bounce, scatter, and reflect through a scene until every shadow and gleam fell exactly where physics said it should. And there was the way games did it — a bag of clever shortcuts called rasterization, faking reflections with mirrored copies of rooms and painting shadows on ahead of time, because the honest method was hopelessly, laughably too slow. The honest method had a name: ray tracing. Pixar's render farms chewed on single frames for hours. A video game had about sixteen milliseconds. For decades the gap between those two numbers was treated as a law of nature. Then, in 2018, NVIDIA decided to break it. The physics Hollywood could afford and games couldn't Ray t...