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Nvidia Part I: The GPU Company (1993-2006): The Complete History and Strategy
www.acquired.fm/episodes/nvidia-the-gpu-company-1993-2006

It would be cooler if you could be really good at a certain part of the stack and have tools, platforms, and other companies to allow anybody to make chips. Ben: Yeah, if there were design tools to help you make chips.

P.A. Semi + AuthenTec: The Complete History and Strategy
www.acquired.fm/episodes/episode-30-pa-semi-authentec

History of the back and forth tradeoffs between Intel's powerful x86 chips and low power alternatives like ARM processors. Dobberpuhl's technology breakthroughs throughout his career that enabled true low-power + high-performance chips.

TSMC: The Complete History and Strategy
www.acquired.fm/episodes/tsmc

If you’re excited at all about Nvidia, AMD, Qualcomm, or even any of the chips that Amazon, Microsoft, Facebook, and Apple are making—all of those chips or nearly all of them are actually made by TSMC.

Adapting Episode 3: Intel: The Complete History and Strategy
www.acquired.fm/episodes/adapting-episode-3-intel

What if we use the same semiconductor in silicon technology that we're using to make these other chips to turn the memory into chips? I think we can do that. That sounds like a good idea. Let's start a company around that.

Qualcomm: The Complete History and Strategy
www.acquired.fm/episodes/qualcomm

We're very early days in powerful chips, powerful power management.

Nvidia Part II: The Machine Learning Company (2006-2022): The Complete History and Strategy
www.acquired.fm/episodes/nvidia-the-machine-learning-company-2006-2022

You do any of this work, you cannot deploy it on anything but NVIDIA chips. That's not even like NVIDIA put in their terms of service that you can't deploy this on AMD chips. Ben: It literally doesn't work. David: Nope, it's full stack.

Nvidia Part III: The Dawn of the AI Era (2022-2023): The Complete History and Strategy
www.acquired.fm/episodes/nvidia-the-dawn-of-the-ai-era

It becomes imperative to network multiple chips, multiple servers of chips, and multiple racks of servers of chips together into one single “computer” in order to actually train these models.

NVIDIA CEO Jensen Huang: The Complete History and Strategy
www.acquired.fm/episodes/jensen-huang

It seems like your lesson learned from this is yes, keep pushing all the chips in because so far it’s worked every time. How do you think about that? Jensen: No, no. When you push your chips in I know it’s going to work.

The Playbook: Lessons from 200+ Company Stories: The Complete History and Strategy
www.acquired.fm/episodes/the-playbook-lessons-from-200-company-stories

Intel came after the graphics card industry and decided that they were going to integrate graphics into the motherboard which they had done with sound chips, networking chips, and everything else.

Complexity Investing & Semiconductors (with NZS Capital): The Complete History and Strategy
www.acquired.fm/episodes/complexity-investing-semiconductors-with-nzs-capital

Anywhere you look just has these cheap but high-margin chips in them.

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