Ep. #18: WTF is NVIDIA?

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Ep. #18: WTF is NVIDIA?

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About this listen

In this episode I break down what NVIDIA is, why its GPUs (hint: these are the “chips” you hear so much about) became the backbone of the modern AI boom, and how CUDA locked in its dominance. The conversation moves from gaming history to trillion-dollar valuations and data centers stacked with H100s, offering a clear picture of why nearly every major AI system runs on NVIDIA hardware.

Main Topics Covered

What NVIDIA is
NVIDIA’s role in the AI economy
Founding story and naming
Early GPUs and the GeForce 256
Researchers linking GPU math to AI math
CUDA and the 2012 AlexNet breakthrough
NVIDIA vs Google TPUs
H100 chips and DGX Systems
CUDA lock-In and why NVIDIA likely won’t be dethroned
Recent ChatGPT use: Chris McCausland using AI to describe images

Links & Resources for This Episode

YouTube Video: Quick Tour of NVIDIA DGX H100
YouTube Video: Inside the Modern Data Center! SuperClusters at Applied Digital
Watch Chris’ Reel
Subscribe to the ChatGPT Curious Newsletter: The Curious Companion
Submit a Question
Visit the Website
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Chapters

(00:00:00) - ChatGPT Curious
(00:00:38) - Cuda
(00:02:27) - Nvidia: The Magnificent 7
(00:03:58) - Are We In An AI Bubble?
(00:04:56) - What is Nvidia and Why Are They So Big?
(00:11:19) - Nvidia: The AI Big Deal
(00:16:20) - Nvidia's $5.1 trillion valuation
(00:18:18) - A Few Things to Know About Nvidia
(00:19:32) - A Cool Use Case For AI
(00:21:27) - The Curious Companion

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