Stratechery Nvidia In the Valley
Sep 26, 2022
Jensen Huang, CEO of NVIDIA, shares insights on his company's ascent in the tech landscape. He discusses how the pandemic reshaped demand and the volatile crypto market impacted sales. Huang delves into NVIDIA's ambitions in gaming, emphasizing the revolutionary role of ray tracing technology. He also addresses the complexities of programmable graphics systems and NVIDIA's innovative journey towards accelerated computing. Finally, he reveals aspirations for a universal 3D database within the Omniverse, highlighting the balance between collaboration and innovation.
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Nvidia's Stock History
- NVIDIA's stock price experienced a surge from 2017 to 2019, similar to the recent surge.
- Several factors, including the pandemic, increased PC gaming, and the crypto bubble, drove this initial price increase.
Beyond Inventory Issues
- While inventory and Ethereum issues significantly impacted NVIDIA's recent financial results, they aren't the only challenges the gaming business faces.
- The company's attempt to catch up on demand for its 3000 series chips coincided with the end of the pandemic buying spree, exacerbating inventory problems.
NVIDIA's Solitary Journey
- NVIDIA is charting a solitary path in defining the future of gaming, with uncertainty about industry adoption.
- The company is pursuing ambitious strategies in gaming, data centers, and the metaverse, but the path to success is unclear.