<story><title>Why Nvidia Keeps Winning</title><url>https://www.chinatalk.media/p/why-nvidia-keeps-winning-the-rise</url></story><parent_chain><item><author>ThrowawayR2</author><text>&amp;gt; &amp;quot;&lt;i&gt;His answer: &amp;#x27;Not at all. Intel should be afraid of us. We will be bigger than them.&amp;#x27; There was not a trace of doubt.&lt;/i&gt;&amp;quot;&lt;p&gt;Given all the times that HN readers have derided grandiose executive pronouncements preceding flops, more people should recognize the above for what it is: not profundity but just puffery that happened to pan out.  Not that skill and effort weren&amp;#x27;t involved in making it pan out but that any of a zillion things could have gone wrong to make that statement false and part of any manager&amp;#x27;s job is to project confidence and instill motivation despite knowing that.</text></item><item><author>tverbeure</author><text>Nvidia got lucky because every quarterly all-hands meeting Jensen repeated that he kept on investing in CUDA and adding more silicon to the GPUs than strictly needed because, one day, an application would come along that would make it all worth it.&lt;p&gt;TFA says that Nvidia started aggressively seeding CUDA and GPUs for research in the early 2010s. It was much earlier than that: it started pretty much immediately after CUDA was introduced late 2006. And every new generation there were hardware features added to make GPU programming and porting of applications less painful. The first Nvision conference, precursor of GTC, was in 2008. That’s how you make your own luck.&lt;p&gt;I’ll never forget when, sometime around 2012?, he answered the question: “aren’t you afraid of Intel?”&lt;p&gt;His answer: “Not at all. Intel should be afraid of us. We will be bigger than them.” There was not a trace of doubt.</text></item><item><author>synergy20</author><text>It&amp;#x27;s not that Nvidia &amp;#x27;keeps winning&amp;#x27;, Nvidia failed mobile computing, failed embedded computing, had no market share in the server market or data centers, was left in the niche market of gaming as a companion to PC and was not that impressive all along.&lt;p&gt;then its parallel GPU got &amp;quot;lucky&amp;quot;, first the bitcoin mining, then the AI. it probably did not expect and plan for this, to some extent, it got super lucky.&lt;p&gt;credit must be given to its CUDA ecosystem and the ability to better itself when chances knocked its door, it so far left all competitors in the dust, its showtime arrived, finally.</text></item></parent_chain><comment><author>barrkel</author><text>I think he had a strategy - utilizing the massively parallel computation of GPUs for more general purpose compute as Moore&amp;#x27;s law tailed off - and he noticed that Intel couldn&amp;#x27;t see the lights of this in the rear view mirror.&lt;p&gt;Everybody&amp;#x27;s known that Moore&amp;#x27;s law was on its way out, for speed increases at least, since the mid 2000s - the seminal article was by Herb Sutter [1]. So hardware needed to get more parallel. But multicore is a distinctly different paradigm to CUDA, which is closer to SIMD but on a completely different order of magnitude. So Intel was never going to get to where the puck was skating.&lt;p&gt;[1] &lt;a href=&quot;http:&amp;#x2F;&amp;#x2F;www.gotw.ca&amp;#x2F;publications&amp;#x2F;concurrency-ddj.htm&quot; rel=&quot;nofollow noreferrer&quot;&gt;http:&amp;#x2F;&amp;#x2F;www.gotw.ca&amp;#x2F;publications&amp;#x2F;concurrency-ddj.htm&lt;/a&gt;</text></comment>
<story><title>Why Nvidia Keeps Winning</title><url>https://www.chinatalk.media/p/why-nvidia-keeps-winning-the-rise</url></story><parent_chain><item><author>ThrowawayR2</author><text>&amp;gt; &amp;quot;&lt;i&gt;His answer: &amp;#x27;Not at all. Intel should be afraid of us. We will be bigger than them.&amp;#x27; There was not a trace of doubt.&lt;/i&gt;&amp;quot;&lt;p&gt;Given all the times that HN readers have derided grandiose executive pronouncements preceding flops, more people should recognize the above for what it is: not profundity but just puffery that happened to pan out.  Not that skill and effort weren&amp;#x27;t involved in making it pan out but that any of a zillion things could have gone wrong to make that statement false and part of any manager&amp;#x27;s job is to project confidence and instill motivation despite knowing that.</text></item><item><author>tverbeure</author><text>Nvidia got lucky because every quarterly all-hands meeting Jensen repeated that he kept on investing in CUDA and adding more silicon to the GPUs than strictly needed because, one day, an application would come along that would make it all worth it.&lt;p&gt;TFA says that Nvidia started aggressively seeding CUDA and GPUs for research in the early 2010s. It was much earlier than that: it started pretty much immediately after CUDA was introduced late 2006. And every new generation there were hardware features added to make GPU programming and porting of applications less painful. The first Nvision conference, precursor of GTC, was in 2008. That’s how you make your own luck.&lt;p&gt;I’ll never forget when, sometime around 2012?, he answered the question: “aren’t you afraid of Intel?”&lt;p&gt;His answer: “Not at all. Intel should be afraid of us. We will be bigger than them.” There was not a trace of doubt.</text></item><item><author>synergy20</author><text>It&amp;#x27;s not that Nvidia &amp;#x27;keeps winning&amp;#x27;, Nvidia failed mobile computing, failed embedded computing, had no market share in the server market or data centers, was left in the niche market of gaming as a companion to PC and was not that impressive all along.&lt;p&gt;then its parallel GPU got &amp;quot;lucky&amp;quot;, first the bitcoin mining, then the AI. it probably did not expect and plan for this, to some extent, it got super lucky.&lt;p&gt;credit must be given to its CUDA ecosystem and the ability to better itself when chances knocked its door, it so far left all competitors in the dust, its showtime arrived, finally.</text></item></parent_chain><comment><author>scns</author><text>Such behaviour is off putting to many geeks, myself included. Still i&amp;#x27;d disagree. He had a vision, followed it and made it a reality.</text></comment>