The timing of Jensen's bet on CUDA in the mid 2000s was genius considering nobody saw AI coming. Their infastructure moat is deeper than most realize when you look at the software ecosystem they've built around the hardware. It's not just about making faster chips anymore.
The timing of Jensen's bet on CUDA in the mid 2000s was genius considering nobody saw AI coming. Their infastructure moat is deeper than most realize when you look at the software ecosystem they've built around the hardware. It's not just about making faster chips anymore.
Exactly, It's all about AI/LLMs these days, but being able to imagine CUDA in the 2000s, and investing billions back then really shows the drive.