this post was submitted on 05 Jun 2024
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I didn't know there were that many PC gamers out there. /s
Seriously, though, the pivot from making video cards to investing in AI and crypto is kinda genius. The crypto thing mostly fell into their laps, but they leaned in. The AI thing, though, I'm not sure how they decided to focus on that or who first pitched the idea to the board; but that was business genius.
To your point, when you look at both crypto and AI I see a common theme. They both need a lot of computation, call it super computing. Nvidia makes products that provide a lot of compute. Until Nvidia’s competitors catch up I think they’ll do fine as more applications that require a lot of computation are found.
Basically, I think of Nvidia as a super computer company. When I think of them this way their position makes more sense.
Also those thing are highly parallelizable and mainly deal with vector and matrix data, so the same "lots of really simple but fast processing units optimized for vectors and matrix operations working in parallel" that works fine for modern 3D Graphics (for example, each point on a frame image to display on the screen can be calculated in parallel with all the other points - in what's called a fragment shader - and most 3D data is made of 3D vectors whilst the transforms are 3x3 Matrices) turns out to also work fine for things like neural networks were the neurons in each layer are quite simple and can all be processed in parallel (if the architecture of that wasn't layered, GPUs would be far less effective for it).
To a large extent Nvidia got lucky that the stuff that became fashionable now works by doing lots of simple and highly paralellizeable computations, since otherwise it would've been the makers of CPUs that gained from the rise of said computing power demanding tech.