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Nvidia Part I: The GPU Company (1993-2006). Season 10, Episode 5. March 27, 2022. The Complete History & Strategy of Nvidia: Part 1. He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves.…

Nvidia Part II: The Machine Learning Company (2006-2022). Season 10, Episode 6. April 20, 2022. The Complete History & Strategy of Nvidia: Part 2. By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought.…

Nvidia Part III: The Dawn of the AI Era (2022-2023). Season 13, Episode 3. September 5, 2023. The Complete History & Strategy of Nvidia: Part 3. It’s a(nother) new era for Nvidia. We thought we’d closed the Acquired book on Nvidia back in April 2022.…

NVIDIA CEO Jensen Huang. October 15, 2023. We finally sit down with the man himself: Nvidia Cofounder & CEO Jensen Huang. After three parts and seven+ hours of covering the company, we thought we knew everything but — unsurprisingly — Jensen knows more.…

We did the Visa episode that we finished the year with the NFL Coda part two. Then we did LVMH, which I feel like we have even more to talk about. Nintendo, Lockheed, Porsche, Nike, Costco, NVIDIA part three, and then Visa.…

Either a season being like Apple part one, or a special being an interview with someone, or an Acquired session or something that doesn't fit the normal format. That literally means that it's like, oh, you're doing a three part Microsoft thing.…

As I just said, it wasn’t just for NVIDIA. It’s for TSMC. But NVIDIA, they had borne the brunt of the problem, the damage. So it’s a matter of money. I worked out a number.…

Because IBM was so worried about multiple sourcing because the x86 was such a critical part, is that they exercised, and I think I have this right, to work on a second source for x86, what you had with ARM was multiple sources.…

NVIDIA. , Berkshire Hathaway. , Starbucks. , Meta. , Spotify. , TSMC. , and. CAA. "It's hard to stop once you start listening.". - Eddy Cue, SVP Services, Apple. "I love your podcast. I'm probably in for 80 hours.". - Dan Shapero, COO, LinkedIn.…

Part of the reason that led us to building AI computing infrastructure is that energy becomes such a big part of the equation when you're thinking about doing this at a large and meaningful scale.…