Is It Really a Data Center? Nvidia Has a Billion Dollars of Capex Per Year?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

i generated a e grap o fun oll showd on screen here, for those watching on video. Here's one that i had that we actualy eaven talked about, which i think 'll be fun. And it's obviously not wiring in the way you think about like a wire, or reach down and pick up my ethernet cable. But it's wiring in the e u. V etched substraight on ship exposure is just so tiny. I mean, you can say four an antimeters all you want, but that won't register with how freaking tiny that is,. Until you're sort of faced with the reality of dozens of miles of quotocal wires on this trip

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.

If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).

Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe

Links:

Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
Episode sources

Carve Outs:

The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.