The AI revolution has been the biggest story in technology over the last year, as the stuff of science fiction turned into reality seemingly overnight. At the center of it all is Nvidia, a company that until a few years ago was known mostly for video game graphics. A full decade before ChatGPT launched, Nvidia began mobilizing to power the computing potential of AI. Nvidia’s pivot toward AI computing is one of the most remarkable business pivots in history. Hear the whole story directly from founder and CEO Jensen Huang, along with longtime board member Mark Stevens and AI luminary Andrew Ng.

Highlights
The story of Nvidia’s founding [2:07]
Nvidia’s “Why Now” [5:24]
Nvidia's first crucible moment: choosing a zero-billion dollar market [9:24]
A failed launch: the NV1 [11:11]
Nvidia’s partnership with Sega [14:58]
One last chance: the Riva 128 [20:17]
Nvidia introduces the “world's first GPU” [23:28]
The pivot to AI ​​[25:07]
AI: an unproven market in 2012 [29:24]
Lessons learned from Nvidia's pivot [31:48]


Jensen Huang
Jensen Huang cofounded Nvidia in 1993 and has since served as the company’s president, chief executive officer, and member of the board of directors.

Chris Malachowsky
Chris Malachowsky is the cofounder of Nvidia and its Senior Vice President and Fellow. Beyond his technical accomplishments, Malachowsky also received an Emmy for the film “Inheritance,” which won Best Documentary in 2009.

Mark Stevens
Mark Stevens was the Sequoia partner who joined Nvidia’s board in 1993. He has since left Sequoia, but remains on Nvidia’s board. Presently he is the Managing Partner of S-Cubed Capital, his family office.

Alfred Lin
Alfred Lin is a partner at Sequoia on the seed/early team. He serves on the boards of Airbnb, DoorDash, Houzz, Zipline and more.

Andrew Ng
Andrew Ng is a Stanford University computer scientist and former director of Google Brain, whose research was critical to validating Nvidia’s pivot into the field of AI. He is the managing partner of AI Funds and leads both DeepLearning.AI and Landing AI.