Concepts de base
Nvidia, once known for its graphics processing units (GPUs) used in video games, has transformed into a leading provider of AI hardware, capitalizing on the growing demand for advanced computing power in the era of generative AI.
Résumé
The article reflects on the history of video games and the remarkable rise of Nvidia, the computer chip manufacturer. It highlights how Nvidia, initially known for its GPUs that powered popular video games, has now emerged as a major beneficiary of the recent surge in generative AI technology.
The content starts by acknowledging the importance of processors as the heart of the technology era, particularly in the context of the intense technological competition between military superpowers like China and the United States. The article then discusses the recent excitement around generative language AI apps like OpenAI, which has led to a surge in demand for Nvidia's customized AI processors, propelling the company's stock price and allowing it to join the ranks of tech giants like Apple, Google, Meta, and Tesla.
The author, who identifies as an "old timer" and "grizzled veteran" of the 80s and 90s computer games scene, expresses surprise at Nvidia's transformation from a company that made graphics cards for first-person shooters to one of the world's most valuable technology companies. The article suggests that Nvidia's success is not its first "technological gold-rush," as the company has previously benefited from the need for more powerful graphics cards to run new video game releases.