The Meteoric Rise of Nvidia [Fastest Growing Stock]

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Nvidia almost failed in 1995 but is now worth over $1 trillion. How does a company take such a trajectory. In this video we see how Jensen Huang has led Nvidia for over 30 years to become the company that the modern tech world can't live without.
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-- "New Thinking" written by Dagogo Altraide --
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[@ColdFusion]

Correction at @30:20 I said Microsoft when it should be Intel. Thanks for watching and Merry Christmas everyone!

[@casual_sky2]

Pin this comment

[@donttalkcrap]

And 27:15 "Shelling out" not SHELVING 🤣 I've been watching for 4 years and there's at least one glaring error in every video. For a channel this size, the number of booboos that slip through on EVERY. SINGLE. VIDEO. astounds me. 🙄

[@NK-iw6rq]

We love you and your amazing videos Dagogo, your channel is one of the reasons why I got into tech.

[@zadition9095]

It's no biggy man love the content so basically u saying 99.99978% of the content is correct thats acceptable 😊

[@fzksfans]

No problem @ColdFusion , your Welcome ! Merry Christmas & Happy New Year 2024

[@Greghilton3]

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

[@Elkemartin213]

Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.

[@Jamesbrown1126]

Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance

[@Davidstowe872]

De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

[@CindyValenti]

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

[@Davidstowe872]

She goes by ‘’Melissa Rose Francks’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@quinntendo6497]

It's insane how this video mentions the 1.2 trillion market cap, when 2 months later its now worth 2 trillion

[@1greenMitsi]

time to short?

[@MichaelLaFrance1]

Now $2.25 Trillion. Just that $.25T increase in 2 weeks is more market cap than 99%+ companies could hope for.

[@thisathovin6346]

Now 3 trillion@@MichaelLaFrance1

[@niranjanrajesh1058]

​@@thisathovin6346 dont spread misinformation

[@kyronrc]

It scares me how much the industry relies on a single company: TSMC. It’s the backbone of the technology age and it’s no good to have so much leverage on a single player…

[@kahvac]

The whole thing could come down like a house of cards !

[@lookoutforchris]

This is how globalism works.

[@ataulhaqakbar7365]

That's only if TSMC stays ahead ... giants come and go throughout history

[@deadlock_problem]

@@ataulhaqakbar7365 TSMC stays ahead because America and the EU provide them the tools to stay ahead.

[@karthickbg]

Single point of failure. It happened once during covid.

[@verbumsat]

I want to put in a word for Dagogo - his style of reporting is the Best! No silly American splash & tinsle, No overwhelming background effects (I could go on) - Just straight & to the point, clear language. Dagogo should be cloned, his copies replacing so many others. I wish him the best - of course!

[@RealLaone]

his music in the background gives a calm sensation too, it helps with the focus.

[@dosmastrify]

I guess you just listen to the videos?

[@straight-up-shots]

What's splash and tinsle??

[@ktran991]

I concur!

[@fatdaddy-viii-8672]

But I missed his "your watching ColdFusion TV" tag line at the beginning!😮‍💨

[@mbarker_lng]

For a Billion+ company, their controversies seem very minor. Huang actually seems to care about his employees which is quite rare in companies of that scale. For countless companies, theres an 'event horizon' where it gets large and people become just numbers on a spreadsheet; liquidated as needed to improve the bottom-line. Very impressive leadership.

[@danieln6700]

Microsoft, Apple all like that, big gaming compaines

[@PigsOnTheWings1]

Nvidia has gotten a free pass on their extreme anti-competetive measures taken.

[@alargecorgi2199]

That entire section was like, I guess this is the best Cold Fusion could come up with. Overpriced luxury items? Might as well talk about groceries being up 300% vs inflation as a controversy.

[@Coecoo]

They conspire with their competitors to fix prices. They purchase up every single GPU startup company they can. They do everything in their power to create artificial scarcity. They create incredibly dumb & detrimental "features" and when reviewers point this out or refuse to even cover them they immediately get blacklisted. The list goes on, but they are absolutely not a case of "minor" anything when it comes to doing disgusting anti-consumer things.

[@deadlock_problem]

Because it's mostly monopolistic practices that they get tiny fines for or are ignored because the US is a corrupt shithole.

[@lidarman2]

On Jensen Huang's comment on not starting the company again if he had a do-over, George Bernard Shaw said that youth is wasted on the young but if we did not have crazy young people starting companies that were impossible, nothing would ever progress. I was afraid to do that when I was a young engineer but now I know for sure I could never do it because I have something to lose. I tell that to post-docs, interns and summer students with ambitions because if they fail, they fail early and can bounce back learning in the process. Once they get too experienced, they get jaded and won't try.

[@MrHav1k]

The having something to lose part hit me.... damn.

[@swaggery]

Most companies you need a decade of experience in the industry if you want a decent chance of success. You don't really have a lot to lose at anytime, unless you want to work yourself to death. For an older person, sure you might not have time for your kids, but it's going to be for less than a year just to see if your company gets traction. The rest of it has to do with the macroeconomy and the state of your industry. If you can't save at least 30% of your paycheque, you pay too much of your wage to rent, or rent doubled in 5 years or less, these are the things that kill startups. Because if you fail once you'll end up homeless with little possibility to get back to where you were before.

[@mastershooter64]

What do old people have to lose? they have already lived their life seen their kids grow up and get married. They would be the perfect person to start a company as they have nothing to lose!

[@marsovac]

That's fine but you also need to take into account that the company was, and still is a very bad one, with several cases od antitrust, and anticompetitive practices that made a few companies extinct. In that regard the progress may have been hindered. It is called nGreedia for a reason. Intel and nVidia go hand in hand about that. Seems kinda that it rewards being a greedy bastard in capitalism, at least in its devolved form: corporatism.

[@jacqdanieles]

​@@mastershooter64conversely, what do they have to gain? Why put in the effort when you could sit back & enjoy your golden years?

[@kovalveli]

SEGA'S CEO is a G for doing a massive favour to NVIDIA.😮

[@brookerobertson2951]

Explains why saga is not doing so good.. you’ve got to be ruthless in business. Good guy’s come last.

[@edwardzita3479]

That's actually really sad...

[@jayryco]

and Nvidia aint a G for letting SEGA almost die 😅

[@Meta7]

@@brookerobertson2951 Except Sega's doing pretty alright. Its failures are just publicized much more widely than its retained if boring successes.

[@yeetboi268]

@@brookerobertson2951 No, bro. Ruthlessness won't help Sega for having better games.

[@surft]

IT's really important to note that Nvidia also is said to be one of the best places to work in the tech industry. We think they take advantage of their customers a lot, and there is some truth to that but it's also true that their employees are pampered as hell and a lot are became millionaires quickly. Like it or not Jensen is a pretty dang good CEO to his employees.

[@TopBackgroundMusic]

I usually watch ColdFusion videos even though I know the video will be an information I already know. That is the power of story telling

[@lookoutforchris]

This video is full of fake history.

[@TracksideViews]

The stock is still rated as a buy and the price target has been raised once again. Pretty incredible to see Nvidia grow from the beginning.

[@user-op8fg3ny3j]

Sounds like a bubble

[@sreeravi25]

@@user-op8fg3ny3j Nah, just perfect timing for Nvidia. Like Microsoft during computer boom, Apple during smartphone boom, and Google during internet boom.

[@LeonardTavast]

They'll probably launch their next architecture in 2024 which will boost their performance in both AI and gaming. The previous cadence has been to paper launch the Tesla GPGPU in Q2 and launch their gaming GPU in Q4.

[@piotrd.4850]

@@user-op8fg3ny3j Jesen had ability, bordering on supernatural, to predict (and to extent - shape ) some important trends. He is Jobs product-wise, extracts money like Tim Cook but still has some engineering in him.

[@Also_sprach_Zarathustra.]

@@user-op8fg3ny3jyou're so wrong.

[@anyadike]

As someone into tech, you may want to check out the Amiga's GPU in 1984. That home PC also pioneered a lot of stuff taken for granted, now. A computer that could simultaneously display thousands of colors at once was cool, but the GPU & other custom chips allowed multitasking & graphics that was hard to find anywhere else - until the mid-90s

[@Thelango99]

Commodore had so much potential as a company. Too bad management killed it.

[@lookoutforchris]

The whole video is fake history. SGI commercialized the first hardware graphics and GPUs in 1982 based on Jim Clark’s earlier research at Stanford. Nothing on their technical side was new, they simply cut down the high end graphics of the day to target the pC / gamer market. Their first designs sucked. Their first hit, the GeForce, was a copy of SGIs Reality Engine, and they lost court cases over this in the early 2000s. NVidia’s initial success comes from copying SGI and taking their employees. This video is trying to rewrite history. It really calls into question all the other videos this channel has made.

[@xhivo97]

@@lookoutforchris Interesting. I knew a bit about SGI, mostly that they made workstations with their graphics tech and I think even OpenGL has some roots there, not sure.

[@PartyTimeBitches]

@@lookoutforchris Yeah, the whole BS story about them going into a cafe and deciding to do things a certain way that no one else had is stupid. That way had already been done before. Trash tier research by ColdFusion, or they just used Nvidia's marketing materials to do this promo video.

[@BoGy1980]

the AMIGA had no GPU, it had a graphics chip, but not a GPU, a GPU is a 3D card with on-die T&L, that's how nvidia specified it years ago!

[@t1328]

I think they’re a very impressive company. Every company that gets this far goes through scandal and difficult times. Learned a lot from this video. Thank you Dagogo!

[@webx135]

I didn't know about NVIDIA employees getting raises during the COVID crashes. My respect for them went up quite a bit. It seems most of their controversies are more inter-corporate or public-facing, but internally, they really seem to take care of their own.

[@ariyune7007]

They got raises because Nvidia had some of the highest ever stock growths in history. Lol.

[@AK4SHGaming]

​@@ariyune7007and gpu price hikes

[@user-lp5wb2rb3v]

they had raises because nvidia was growing exponentially,

[@fablearchitect7645]

They couldn’t give any shits about the hard working engineers they laid of at Evga. You really think they will be caring about there own engineers once there jobs are automated away by the very GPUs they are designing?

[@rackneh]

The Tegra x4 was actually in the early Nintendo Switch models, the amount of documentation on the Tegra that was used is why the first gen switches are and always will be hackable.

[@migovas1483]

Amen to that.. and is worth it 😎

[@Pasi123]

The Nintendo Switch uses Tegra X1 which was also used on Google Pixel C and Nvidia Shield TV. The next generation Switch is also rumoured to use Nvidia Tegra

[@rackneh]

@@Pasi123 Oj so it was the x1

[@_Digitalguy]

The Tegra 4 (without the x) was in the Surface 2 (RT) while the Tegra 3 was in the original Surface RT and in the orginal Asus transformer tablet. I had both the transformer and the Surface 2, and the Tegra 3 was way slower than the 4, which instead was not bad and competitive with the Intel Atom chips of the time

[@Pasi123]

@@_Digitalguy Tegra 3 was also used on the really popular Asus/Google Nexus 7 (2012). Sadly the Nexus 7 used low quality eMMC storage which would degrade quickly and cause the device to slow down. CPU performance on it was comparable to my Galaxy S3 (i9300 with Exynos 4412)

[@larryace4683]

"Selling shovels in a gold rush". Much respect to Dagogo for his intelligence 👍🏼👍🏼👍🏼

[@johnsonpioneer]

I thought I was the only person that noticed that. Very good use of language.

[@RoyalDog214]

@@johnsonpioneer It's really not a new phrase and was around during the old Gold rush years, where the only people who actually profit were those selling shovels.

[@CeleronS1]

Shovel sellers in this situation are insiders that are currently selling stocks to 🐑

[@brokeloser]

lol wot. This is a common phrase.

[@nathanielenochs1843]

I’m happy that AMD and Intel are giving them some much needed competition

[@El_Pollo_Loco]

Correct. Thats exactly what I think. Without competition nobody wanna create better Products, because they dont need to. Thats what pisses me off with production of machines from ASML. There is no other company, nobody who can do it. Thats not good - if you ask me

[@laujack24]

It's assembly line of multiple tech from across all western nations. The west don't want any of these type fall into the wrong hand namely our enemy. Best to concentrate all in few company. Just to give u a heads up Tokyo electron and applied material also produce those machine just not the highest grade one.

[@MarcSpctr]

I wouldn't call whatever the f AMD and Intel are doing as Competition. Intel GPUs are quite literally pile of garbage and AMD has evidently given up on high-end GPUs. AMD's top end target is to just compete with xx70s GPUs. xx80s and xx90s they have literally given up on. And Nvidia has got the AI boom that it was preparing for YEARS to before. development of CUDA and spending millions if not billions in AI research is now paying them back. for gaming you anyways don't need anything more than what AMD offers. But for productivity, and efficiency, AMD is not even close let alone calling it a competition. Only thing that can go wrong with Nvidia is the industries shift towards RiskV and ARM architecture, leading them to loose the MOBILE GPU market. which is where AMD has even a slight chance. It is good that the NVIDIA-ARM deal didn't go through, else Nvidia would have officially made any other Chip Manufacturer either absolute or completely dependent on them.

[@kalilbarry3773]

@@MarcSpctrabout AMD competing only the xx70, the last gen is a bit above the xx80. They are on the right path and hope they continue like that

[@lankyrob6369]

​@@MarcSpctr Everything you said is factually wrong. All of it.

[@seamon9732]

13:50 Nvidia didn't enter the PC graphics market in 1999 with the Geforce 256. They had their "Riva" line before that that competed with 3Dfx somewhat.

[@pegcity4eva]

This is correct. I had a TNT2 way before the 256 existed

[@kosmosyche]

I had a 3DFX Voodoo 1, which I bought in 1997, but I very distinctly remember that before buying I was making a choice between 3DFX Voodoo 1 and Nvidia Riva 128. 3DFX clearly won at the time, mainly because of large support of native Glide API back then, also Nvidia drivers were notoriously bad and glitchy, which many reviewers in magazines always pointed out (they made them better for the first TNT and much much better for the first Geforce cards). But my point is Nvidia was already on the map even back then. In many games Nvidia was faster (when it worked right and wasn't glitching due to bad drivers it almost always won in DirectX games without Glide support, which 3DFX cards kinda never really liked, especially Voodoo 1) and Riva 128 was also a full combined 2D and 3D solution, when Voodoo 1 was a dedicated 3D-only chip, which meant you had to buy or already have a 2D video card separately, so it was also a point for Nvidia. In the end industry-wide Glide API support and better stable drivers in Voodoo 1 won in my case, but anyway saying that Nvidia entered the PC graphics market with Geforce 256 is like saying Boeing entered the aviation market with B747. lol What is true though was that Geforce 256 was the first Nvidia GPU that completely overpowered and destroyed all competition on the market. Before that they were trading blows with 3DFX with varying degree of success, but Geforce 256 was kinda the card everyone wanted and praised and for good reason.

[@raymond289]

I had been ATI all the way. Cause built quality. ALL in wonder TV tuners won me over in 1999. Creative Lab 3D wild cat. Was top of the line 3K - 4K resolution. $10,000 Canadian dollars. video card. For professional. 1997 - 2000. people like Nvidia alots back them open source Windows Drivers. every months a new update version for compatibility. By the time dual video card PCI express. Was downsizing for Mobile Notebook..

[@Jonathan-Pilkington]

What a flashback thinking about when the 3DFX voodoos were released.... it was like a 1000x increase in graphics processing power. Also makes me realize how old I am. @@kosmosyche

[@jamesrapp9778]

Merry Christmas mate 8 years in we've been watching you. Thank you for your videos and have a lovely year.

[@tessiepinkman]

Beautifully described! You've done another amazing job! Happy holidays, to you Dagogo and everyone who reads this!

[@obiradaniel7391]

This channel has the best background music, just makes you chill and focused on the content in a good way, it's just awesome

[@OntologyofValue]

Fascinating story! I also often ask myself whether it was a good decision to go my own way and start a company. But then, I always come to a conclusion that this fundamentally changed me as a person. In the process of building a business, I got physically and mentally strong, resourceful, fierce, active, disillusioned... and I truly enjoy the fire in my own eyes while looking into the mirror. That's the real gain from going your own way.

[@steveburge2808]

Love your work mate this is the best content to come out of WA you have a lot of wisdom coming through your work, not many people take a step back and look at the big picture the way you do.

[@zenith251]

"In 1999, Nvidia entered the PC graphics market with the GeForce 256 Graphics Card." I mean, only if you completely skip over the 1997 Riva 128 (NV3) and 1998 Riva TNT (NV4). Not as popular as the 3DFX Voodoo series at the time, it was still highly competitive.

[@anakins07]

I had a Riva TNT2 in my PC back around 2000. It was sold by a brand called Zenith. On the other hand the only Nvidia GPU I have bought since 2005 is a RTX 2060 in my laptop in 2020. All my desktops have had AMD GPUs.

[@ondro727]

Exactly! Riva128 was NVidia's first REALLY succesful chip, so I can't imagine why it is not even mentioned... I still remember, since Riva128 (card was made by Diamond, can't remember the name) was the rist "graphic accelerator" I have ever bought (3Dfx was too expensive at the time and Riva128 seemed to be a better, more universal product, and one it was all-in-one card, unlike 3Dfx cards, that were accelerators only and required additional 2D card as a base). I get it that Geforce256 was the first "GPU" (because of addition of T&L capabilities), but Riva128 was really the first bull's eye for NVidia.

[@0XFVCKS]

@@ondro727Diamond Viper

[@lookoutforchris]

This whole video is fake history. It makes me distrust all the other channels videos where I know less about the topic.

[@lookoutforchris]

@@ondro727they don’t mention this in the video because then you would have to get into how the first GeForces were stolen Silicon Graphics designs. NVidia took IP and employees from SGI. Their products sucked before that. They lost court cases over this in the early 2000s.

[@flyingiguana409]

it was the TNT card that put nvidia on the map, it came before the geforce 256

[@lootster]

00:03 Nvidia's exponential growth and industry influence 02:32 Nvidia's founding idea - using parallel processing for GPUs 07:17 Nvidia's risky investment paid off handsomely 09:34 Nvidia's NV1 chip failed to capture the market's attention due to its complexity and lack of support for emerging technologies. 14:07 Nvidia's success was driven by its GPU technology and strategic partnerships. 16:38 Nvidia's CUDA toolkit simplified GPU programming and expanded applications beyond graphics 21:03 Nvidia's chip technology impacts various fields 23:11 Nvidia diversifies from mobile chips to self-driving cars and gaming. 27:17 Nvidia faced controversies over pricing and leadership challenges 29:16 Nvidia has seen massive growth due to AI, but faces competition and potential supply chain issues.

[@El_Pollo_Loco]

[@verbumsat]

I Appreciate this breakdown !

[@abhishek.chakraborty]

Thanks a lot for summarizing 🙏

[@semape292]

Thx very much

[@lookoutforchris]

NVidia’s founding idea is fake history. What’s described in the video had already been done and commercialized by Silicon Graphics in 1982. The 3D graphics industry was already huge. NVidia’s central idea was simply to dumb down the high end products and target the gamer / PC market. This is a business approach, not a technology innovation. Their early products also sucked. Where they got good was as SGI started to fall apart. Their first GeForce GPUs were copies of SGIs Reality Engine. They were sued for IP theft and lost in the early 2000s. NVidia owes their original success to stealing IP and employees from SGI. Their main accomplishment was simply targeting PCs and gamers instead of the high end (CAD/research/3D animation) that SGI targeted.

[@edgaroliver6805]

Thanks Dagogo for your hard work in putting this great company summary together, very informative and enjoyable!

[@amaccama3267]

Merry Christmas dude. Thanks for your hard work this year.

[@emmanuelhadzah2807]

"the embarrassment, the shame..." ~Huang. In early stage of my startup and he is 100% true with such statement.

[@AmaricanJim]

I work for a company that has a massive contract for nvida, In fact we landed a large contract one month before they took off in value.

[@yamiRic]

You are doing a magnificent research for the topic. Thank you, Dagogo!

[@LoisSharbel]

As usual, deeply researched and massively interesting! Thanks for your work, Dagogo!

[@ondro727]

No, not the Geforce 256. Riva128 was the first bull's eye for NVidia. I still remember it, since it was the first gfx accelerator card I have ever bought...

[@BoGy1980]

before the geforce nvidia already entered the pc market with the Riva128, then the Riva TNT and later on the Riva TNT2, the Geforce was teh 4th actual graphics card from nvidia that was fully marketed towards PC ... On the other hand with the Geforce nVidia used the term "GPU" for the first time, it was basically a souped up TNT2 that also did T&L (Transform & Lighting) on chip, while other 3D cards still did that part via Software (cpu)

[@iAm50Cal_]

Ahh Xmas eve video release, thnx my guy, happy holidays to you!

[@raj96amrit]

A Very well captured case study, It takes a lot of efforts to bring out such details and present it 👌

[@JonathanBradysouth-africa]

I own two PCs - one for the office and one for my personal use at home. Both are equipped with RTX 3000 series cards (one a 3060ti and the other a 3080ti). Bought both cards during the Crypto boom and later, during the AI boom....the pricing pains me but as a professional videographer and video editor, I need these. It was so painful having to pay the prices I did. I couldn't rely on any other brand of card for the workloads and stresses needed for my projects...so it's really a sore point for me. Looking at the 4000 series pricing....I literally have to wait until the 5000 series cards come out so I can scoop a 4080 or 4070ti. I've come to view Jensen as someone who is almost unscrupulous when it comes to profiteering through my own experiences in having to buy GPUS.

[@anasevi9456]

Intel seems to have the same obsession with 'everything just works' meme, rather that just having solid hardware but kicking the software out the door premature like AMD. So 5 or so years, you plausibly might have a viable options. Intel and Nvidia have a raging hateboner for the other; price wars are not off the menu unlike the more love-hate sibling rivalry of nvidia-amd. But that's assuming the entire paradigm as they would say; isnt flushed by time.

[@entropy8634]

@@anasevi9456paradigm shift I’m waiting for is when GPU becomes compatible with ARM cpu

[@King-O-Hell]

Hah, yeah. I paid 1100$ for a 3070ti. And then I accidentally broke it, or messed up the GPU slot (thought I broke it) a year later and bought a new PC. Haha The prices were painful for sure

[@amirillodude]

They charge what the market will bear, simple demand and supply....u can't blame them for that! That's how business works. You handed over your money for hardware that does the job for you and no one should think they're "unscrupulous". All the risk and investment they make in R & D has to pay off....so why should you complain? If the shoe was on the other foot, you'd do the same thing. But then again thanks as my 72 shares avg price of < $300 is now almost $900!

[@JonathanBradysouth-africa]

@@amirillodude Touche

[@DStrayCat69]

Fantastic episode 🙂 I don't even remember how many Nvidia cards that I've owned... I think, nearly every computer that I've had since about 2000 has been Nvidia. I've gone totally Linux now and still use them. I'd still be Crypto Mining if it were not for the huge price tag to do it. Returns are much lower considering the cost of hardware... A lot has changed over the years...

[@johngodoy2929]

amazing video, very well crafted, you sir are an artist! ongratulations, merry christmas and happy new year!!

[@NK-iw6rq]

Amazing video DaGoGo ! I'm not sure if you already did a video on it, but consider doing one about ARM holdings.

[@pfimpel]

Thank you Dagogo. I highly regard your videos. Maybe there is one prospect missing, however: What about nvidia's plans to expand in desktop computing via custom CPUs? There are lots of rumors about an ARM-based nvidia CPU for PCs which could rival Intel & AMD x86 CPU dominance, just like apples M1 and Snapdragon's X Elite (will) do. BTW: I wonder, are you actually a gamer, Dagogo? Do you regret switching to Macbook considering the gaming aspect?

[@AmaritoMan]

In the last chapter of nvidia CEO interview I can't process 😅 that's what Steve Jobs would have said, life is a series of challenges, taking calculated risks and 1% of luck. That's what makes industry pioneers 👌

[@atultewari5006]

i use RTX 3050 and have to say im quiet impressd after knowing the journey of how nvidia became so popular, keep up!

[@DenOfTimbsllc]

I love that you used LGR content, He is well of knowledge! Great Video!

[@boncharusorn6173]

for most of my applications, Nvidia is the chosen one. i have been using AMD too but on a narrow spectrum of tasks. the price of Nvidia is about 20% too high imo in terms of gaming hardware. Now, the pro and enterprise grades are at least 300% above the fair price. Nvidia, the competitors, the industry and the users knows the markups are excessive but no one is going to do anything about it, even me.

[@glennm7086]

CUDA in 2006 was a page out of Intel‘s playbook. Standardize software to make your hardware easy to program. Intel took this as a very serious competitive threat. I bought a bunch of NVDA in 2018 for $64/share. It is my most high conviction stock

[@nolo2jz814]

so glad I got this video recommended

[@CTCTraining1]

Excellent video, only thing which I spotted that sounded odd was 27:12 ‘shelving out’ was meant to be ‘shelling out’.

[@ChrisBa303]

Its also worth to mention that according to some market analyst the recent AI boom could be considered the next economy buble just like streaming services where 3 years ago. If you look at all the big stocks that dont underperform they where almost all related to ai, but profits didnt increase proportionaly.

[@ericchang3531]

I think the ai applications are just way too wide and deep and cost saving to compare them

[@markmuller7962]

Investing in gaming companies and especially in indy developers may be very smart at this point given the advancements in AI and graphics cards

[@dieguterute4401]

Wow, it was a very good video. I asked myself a sek before I saw this video „how does NVIDIA got so big“ The only thing I have to complain about NVIDIA is the price.

[@jeffwoodard]

Very interesting. You have some of the best documentaries on youtube.

[@user-zq3wt4qq9b]

Jensen Huang has to be the hardest working CEO in....any business. I never understand why Steve Jobs got so much credit when noone knew who Jensen was

[@poison7512]

Steve Jobs was the Elizabeth Holmes of computers.

[@kosmosyche]

8:33 This whole segment about Nvidia and Sega is very poorly researched and consists almost entirely of misinformation: 1. Nvidia didn't secure the deal with Sega about using Nvidia's chip in Saturn console. In fact, Saturn's hardware predates Nvidia's NV1 and had nothing to do with Nvidia. However, NV1 used the same approach to 3D-rendering as Sega Saturn (namely, the use of quadrilaterals polygons), so it was very easy to convert Sega Saturn games to NV1. 2. So what Nvidia really did - they just made a deal with Sega for several Sega Saturn games conversions to PC for NV1 3D-accelerator (like Panzer Dragoon, Virtua Fighter etc. - only 6 games in total). They also used the Saturn controller port on Nvidia's card (Diamond Edge 3D), so you can use native Sega Saturn controller with those games. 3. So consequently, you can't play Sega Saturn games natively on an NV1 card at all. All you can do is play those specifically ported to NV1 versions of those 6 games. PS Also, as a side note, there were several pieces of PC hardware that really allowed PC users to play console games natively on their PC's. As an example, the 3DO Blaster card which came out a year before NV1 in 1994 allowed to play 3DO console games. It was basically a full complete 3DO console on a card. Also even before that, back in the early 90's there were some PCs made in cooperation with Sega that could play Sega Mega Drive games. So even if Nvidia's NV1 did allow to play Saturn games natively (which of course it didn't), the concept was not in any way unprecedented or even new at all.

[@geneballay9590]

a very interesting (as usual) and informative (as usual) video. I learned so much (as usual). thank you for all the work and then sharing.

[@MrDopeContent]

Dope Content Cold Fusion 🤘🏼😎💯💧

[@jippoti2227]

A great video! I have a 3060ti and thought seriously of investing in Nvidia a year ago after following the stocks for years. Well, I didn't.

[@sendmechecks]

Same

[@santiagocarreno5881]

I have bought 4 of their stocks, 7 of AMD and 2 MU at the beginning of this month; couldn't afford more though :(, but I see such an enormous world dependency on the largest chip players companies (including ASML, AMAT, TSMC, etc) that even now it is worth the risk, let's see what happens in 2024; if you can buy some, I am seriously telling you now to do the effort; this may sound crazy but the forecast of these companies stocks in 4 years is >x10 because the world depends on them, and wil depend even more because of the AI.

[@fzksfans]

@ColdFusion Correction is required @ 30:20 , "...On the Desktop Computing Space, Miscrosoft has entered the arena with their arc series..." ; Its Intel not Microsoft.

[@sauletp3871]

As always, a thorough research and well-articulated video. Thanks, Dagogo.

[@DavidLimofLimReport]

A Christmas eve surprise!!! Nice one and merry Christmas agogo!!!

[@Legitti]

I recently got Legion Pro 7i with RTX 4080 and the preformance is just insane, but so was the price so there's that.

[@iraklimgeladze5223]

Rtx 4080 is renamed, RTX 4070 desktop card. Besides, before we had bigger performance gains.

[@1nxpired]

40 series is a scam

[@EGOLLC1295]

​@@1nxpired not at all, i personally have a 3070 and the 4070 that i tested firsthand is worth the extra $50-$100, same can be said for every 40 series except for maybe the 4090

[@keepitraw1]

So you are a brokie?

[@michaeltheunissen609]

As always, a fantastic insight into the company. Their failed acquisition of ARM wasn't covered and I wonder how this would have changed their direction.

[@pratikparbat341]

Always been an Nvidia fan and will continue to do so, Recently brought an 4080 laptop and its scary fast wrt to the physical simulations.

[@thokozanindzinisa8207]

Hi Dagogo, thank you for the great work. It is very informative; I would like to have a chat with on AI. I know you have done much research on it.

[@XOPOIIIO]

Imaging how many other great startups failed despite of having better chances to get to $1 trillion valuation. So many unrealized technologies we have no clue about.

[@cedcol356]

That's the "benefit" of capitalism. Profit at all costs

[@XOPOIIIO]

@@cedcol356 Profit to business means value to society.

[@henrrysarangolux9739]

Thanks for this present 🎁 and for this year, one day ill thank you personally, Nvidia has a strange trajectory and migth be involved in the next step for humanity.

[@PG-tc6os]

Great work amazing documentary

[@MichalCilekAI]

Thanks for this great episode. I have a question: since 1991, I was selling Silicon Graphics Workstations and they were very dominant on the market for 3D Animation and Simulation, Vizualization. As Nvidia created their GeForce graphics, SGI lost its rein in 3D graphics. I was curious ti hear anything about that in this episode. Perhaps you could make an episode about Silicon Graphics as I believe there is a lot to learn about it. It changed my life completely and this area provided me with incredible experiences in the last 30 years. And it brought me to top technology, military applications, film and 3D animation, industrial design and I am enchanted in that are still. Great episode, I love how you are able to dig deeply and inform people on both sides of each company / topic you discuss, I value that highly. Best Wishes and again many thanks.

[@SN7T]

As a gamer i've been an nvidia customer since 2002, so i've got to see their growth first hand, its amazing how big they have become. My first card i think was the Geforce Ti 4200. But this year for the first time ever i bought an AMD card, you get way more bang for your buck. I'm glad AMD got to compete with nVidia because their pricing for their GPU's are just ridiculous.

[@tylerclayton6081]

AMD isn’t competing with Nvidia since AMD has only 10% market share. The GPU market is completely dominated by Nvidia

[@ChiBrianXIII]

As much as I hate the prices for NVIDIA cards, can’t deny they changed the computing landscape in several positive ways.

[@hudziszeq]

it's not NVIDIA's fault there are scalpers out there grabbing all the cards from the market, RTX3080 release price was only 699 USD.

[@dafff08]

@@hudziszeq this was just a marketing hoax. nvidia literally played along with scalpers despite them denying it.

[@ChiBrianXIII]

@@dafff08facts, they knew where to make the quickest buck.

[@AlteredCarbon326]

love your work, u make me imagine 🙌🏼

[@amey97]

Good Info!

[@JoelHerzog]

I feel you should have referred to AMD as ATI when you were mentioning Nvidias early competitors. Or at least premis the mention of AMD with: "which at the time, their graphics division was a separate company called ATI".

[@Campaigner82]

I’m impressed by Nvidias accomplishments. To be able to switch from targeting gamers to A.I shows that Jensen Huang understands that you cannot stagnate.

[@AzzaTwirre]

This is a great channel with episodes so good that the management-training-video-music sound track is almost unnoticeable

[@craigmudge6078]

11:40 When I heard the background music, I knew I'd heard it before. Then I remembered it was Lazerhawk - So Far Away. I see you are a man of culture, too, ColdFusion :)

[@gytispranskunas4984]

Nvidia is bigger than your comprehension.

[@luke2870]

Buddy out here dropping late night gems. Love it!

[@AnnisokayForsure]

It's morning here

[@El_Pollo_Loco]

@@AnnisokayForsure Where is "here"? Its the middle of the night xD

[@Low760]

​@@El_Pollo_Lococold fusion is based on Perth in Australia, it's Sunday afternoon here.

[@El_Pollo_Loco]

@@Low760 oh, alright.. that sure is a "little" distance to europe 😅

[@Daegis88]

Thank you for making this video

[@MrTroc35]

Well done. Lots of great information and I believe they will be slowed by competition, but not stopped.

[@Karlach_]

They were worth 1.1 trillion when this video was made and just 2 months later they're worth 1.9 trillion dollars. They are growing very very fast.

[@hexeract1]

oh man, I have been at NVIDIA for nearly 10 years now and this video gave me goosebumps. Best company in the world with the tech world's best CEO. Great video.

[@MrHav1k]

Truly been a fascinating journey.... I do believe Ai will continue to grow and be a huge market. Zero doubt about it it will revolutionize our world. HOWEVER, in the context of Nvidia's share price I'm not sure that will continue to rise at anywhere close to the rate it has been due to entrants into the marketplace like Intel, AMD, Microsoft, Google, Amazon, etc. all of whom offer competing chips or make their own chips. I'm also not sure the datacenter GPU training market will continue to experience massive growth. I do predict much of the "AI" compute and hype will be shifted over to inferencing which can be done with much lower power chips which Nvidia is not as well positioned to capitalize on. We'll see.

[@LeonardTavast]

So far no one have been able to compete with Nvidia's ecosystem. The TAM is massive. OpenAI have announched they will move to AMD clusters which might be a first major sign that the market is opening up.

[@atomicdmt8763]

brilliant! solid vid

[@halneufmille]

The caustic humor is out of control. Keep it up.

[@HerveMaas]

I have a 3070ti in my laptop. But all my other machines run AMD a 6900XT, 6800, Z1 Extreme and that Steamdeck SOC. At the moment AMD is the master of gaming with them being the driving force behind all major consoles, except for the Switch which runs a Tegra. However, aMD doesnt hold a candle to GPU usage in other markets, which are also more profitable. Which is why Nvidia doesnt really want to sell gaming GPUs anymore. And why would they? They can sell the same 4070 chip as an A-series for 5-10 times the margin.

[@fubar12345]

Yes Nvidia is no longer a gaming hardware company anymore, they are an AI hardware company. This should allow AMD to consolidate their position in the gaming market, Nvidia will have bigger fish to fry....

[@dafff08]

i do have an nvidia gaming card, but i also use their technologies for blender and ai stuff. my perception is rather negative. im not gonna lie, their product quality is pretty good, but the amount of profit chasing is just beyond ridiculous.

[@sir.axolotl2665]

Thanks for yet another amazing and interesting video! 😊

[@jasoncowgill752]

In the late 90s and early 2000s, I used to build custom gaming computers for myself and friends, and I remember with each new release, comparing all of the information for the latest Nvidia and AMD card religiously to figure out which one was the best.

[@cmyes]

I knew the universe led me to get a pint of ice cream for a reason.

[@RTXti-ld7dx]

Great documentary about my favorite tech giants! I have owned nVidia cards since the GeForce 256, But I do admit, I’m disappointed in Nvidia’s pure GREED, and how they have forgotten what made them successful and profitable, the PC Gamers!! Jenson has said a big F You to the PC gamers with Huge price gouging on their entire line up of GPU’s!! Hell, $500 Bucks used to buy Nvidia’s top tier card for many years. Then came the RTX 2080, a $1,200 card that SUCKED when Ray Tracing was enabled yielding most games at 30fps or lower. The GREED only increased with the release of the RTX 40 Series. I have a EVGA 3080ti, and will not sell it due to it being EVGA’s last Gen of Video Cards they would ever make (My Favorite Company) The next upgrade I make in the next year or two may be my very first AMD GPU since Jenson is FULL OF PURE GREED

[@LiyaxD]

Very enlightening video, Thanks! At 30:22 I think it should be Intel instead of Microsoft

[@gimmy9099]

The floatters base at 13:30 is nice!!

[@JuffoWup78]

A couple of notes: 1) Netflix and Amazon using nvidia chips is redundant as last I have heard, netflix is hosted on AWS. 2) The CMP line had one massive flaw that wasn't just the price. It was the fact they had no display out. This is where Nvidia flopped on the design. They were 30 series chips but without the display out making them useless for the 2nd hand market to recoup some of the initial cost for miners. 3) Speaking of the 30 series, nvidia never has relied on TSMC completely. The 30 series was fabricated by Samsung. The 40 series is back at TSMC, but it is believed nvidia is getting no loyalty love discount which may be part of the reason they have a locked higher price. It is in fact AMD that has been attached to the hip with TSMC for gpu chips. As for which I have, it is an evga 3080. Sad for that company to go, but understandable. I hear AMD isn't much better in its treatment of 3rd party companies. Better, but not by a lot. If I was to get a chip for this generation, it would most likely be AMD. While nvidia still has an edge on power, the price and efficiency of the amd chips is hard to ignore. Luckily, I can wait another generation or two before upgrading.

[@LeonardTavast]

On your last point you should look into interviews with Sapphire. They're AMDs closest PCB partner just like EVGA were Nvidias best partner until they broke up. From what I have heard from Sapphire they are much better treated than Evga.

[@markmuller7962]

We definitely need more competition in the gaming graphic cards market, it pretty much feels like a monopoly

[@my_name_is_rhyme]

I listened to a vid from 3 yrs ago back to back with this one, and your voice was deeper and butterier back then lol. Now it's more energetic I guess?

[@UncleJoeLITE]

Cheers Dagogo, have a good Christmas & NY.

[@Manicsar1]

At 30:20 you say "Microsoft has entered the arena with their Arc series'" - of course, it should have said Intel there.

[@goktug3]

Came for this

[@megamcee]

Have used their cards for over a decade now. And plan to upgrade to a newer one from them as well. It's not like I'm a super fan or anything, but they simply appealed to me more somehow. Maybe I'll change my mind once I decide to go through with the change.

[@osdenza]

You are a fan 😂

[@megamcee]

@@osdenza more of a "why change what works" kinda guy. AMD has only semi-recently started to be super competitive with their product, while I've been using the same card for the past 8 years and a single other Nvidia card before that.

[@Masquerademasque]

Merry Christmas man! heading into chrissy with chill burn water

[@BartvandenDonk]

I now understand marketing a lot better! Thanks for taking the time to explain the history of Nvidia. It is a major player in the A(G)I development. I also believe they made the right decisions many times. What will happen in the near future? I don't know. However development will not stop. With or without Nvidia, AGI will come. The major hurdles here will be developing consciousness, learning on the fly (Q-star) and competitiveness. Will AGI's work together or become competitors? In other words: will there be peace or wars? We will see.