![]() ![]() In the past few years, Nvidia saw their first big growth surge with the crypto wave, where their computational hardware was essential for mining. With it, they also sparked the growth of the PC gaming market, redefined modern computer graphics, and revolutionized parallel computing allowing computers to do way more. ![]() Nvidia’s invention of the Graphical Processing Unit in 1999 pioneered one of the most significant developments in modern technology: GPU-accelerated computing. Now, just to tease what we’ll be getting much deeper into… I learned so much from studying him and Nvidia. He thinks, strategizes, and he humbly gets to work building for the future. He has a resume of making deep and accurate analyses of Nvidia’s competitive and macro environment, developing very clear and well-defined strategic visions, and addressing all potential strategic bottlenecks with policies and coherent actions that guide Nvidia forward.īut, there’s a good chance you’ve never heard his name until now because he doesn’t poke at other CEOs about cage-fighting, and he doesn’t get people all riled up. Jensen is a seismic wave-spotting genius, and arguably one of the best strategic executors I’ve come across. Jensen Huang-the Taiwanese-born, leather-jacket-rocking, and pimped-up-Toyota-Supra-driving founder and CEO of Nvidia-is a man who’s bet the entire future of Nvidia not once, but three times. I’ll summarize this 7K word deep dive for you in three words: a strategic masterclass. So, my curiosity sent me on a 30-hour researching and analyzing spree, going over everything I could get my hands on to bring you my armchair analysis of the world's 6th most valuable company. But I don’t need to tell you that with a 30-year-old company valued at $1.2 trillion-there’s more to the story. Of course, this growth has been because Nvidia is playing a huge role in this AI revolution. They also have $16B in cash/liquid assets. ![]() In their latest second-quarter earning report, their revenue was $13.51 billion, up 101% YoY and up 88% from Q1. And it’s not just a price run with nothing behind it. ![]()
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