Great Tech Firms · Internet & AI
Nvidia
From a 1993 Denny's booth to the center of AI: GeForce and the GPU, the CUDA bet, AlexNet, data-center dominance, networking via Mellanox, and why software lock-in is the real moat.
Step 1 of 6 · Overview30 min read ·
Key idea
Prereqs: Semiconductors; Moats & competitive advantage. Next: TSMC; OpenAI & the AI labs. Sources: Nvidia annual reports (10-K); Acquired podcast Nvidia series; Tae Kim, *The Nvidia Way* (2024); Stephen Witt, *The Thinking Machine* (2025).Next: 1. Timeline