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Nvidia Drives AI Growth

Nvidia Drives AI Growth

The report traces Nvidia’s journey since its founding in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, and how it shifted from developing graphics cards for gaming to becoming a major force in artificial intelligence. It capitalized on its CUDA platform and parallel processors, eventually capturing around 92% of the discrete GPU market by 2025. The report also reviews the company’s growth and crises, as well as its role in U.S.-China competition over AI chips. It notes that reports of personal relationships attributed to Huang sparked controversy around the company, and that its shares fell about 10% after reports emerged of a second relationship.

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