Jensen Huang recounts the "NVIDIA entrepreneurial history": insights from 1993, breakthroughs in 2012, and the future of AI

Wallstreetcn
2025.10.15 08:04
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Jensen Huang stated that NVIDIA was founded in 1993 with the foresight of the end of Moore's Law and a focus on "accelerated computing." In 2012, it seized the breakthrough in deep learning through CUDA and cuDNN, strategically reshaping the computing stack. The DGX-1 and "full-stack collaborative design" allowed NVIDIA to break through the limitations of Moore's Law. In the future, AI will create two trillion-dollar markets: digital labor and physical AI, with computing shifting to 100% generative, supported by AI factories