The Meteoric Rise of Nvidia [Fastest Growing Stock]

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  • Опубликовано: 8 май 2024
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    Nvidia almost failed in 1995 but is now worth over $1 trillion. How does a company take such a trajectory. In this video we see how Jensen Huang has led Nvidia for over 30 years to become the company that the modern tech world can't live without.
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Комментарии • 1,1 тыс.

  • @ColdFusion
    @ColdFusion  4 месяца назад +747

    Correction at @30:20 I said Microsoft when it should be Intel. Thanks for watching and Merry Christmas everyone!

    • @casual_sky2
      @casual_sky2 4 месяца назад +7

      Pin this comment

    • @donttalkcrap
      @donttalkcrap 4 месяца назад +15

      And 27:15 "Shelling out" not SHELVING 🤣
      I've been watching for 4 years and there's at least one glaring error in every video.
      For a channel this size, the number of booboos that slip through on EVERY. SINGLE. VIDEO. astounds me. 🙄

    • @NK-iw6rq
      @NK-iw6rq 4 месяца назад +11

      We love you and your amazing videos Dagogo, your channel is one of the reasons why I got into tech.

    • @zadition9095
      @zadition9095 4 месяца назад +12

      It's no biggy man love the content so basically u saying 99.99978% of the content is correct thats acceptable 😊

    • @fzksfans
      @fzksfans 4 месяца назад +7

      No problem @ColdFusion , your Welcome ! Merry Christmas & Happy New Year 2024

  • @quinntendo6497
    @quinntendo6497 2 месяца назад +120

    It's insane how this video mentions the 1.2 trillion market cap, when 2 months later its now worth 2 trillion

    • @1greenMitsi
      @1greenMitsi Месяц назад +4

      time to short?

    • @MichaelLaFrance1
      @MichaelLaFrance1 Месяц назад +14

      Now $2.25 Trillion. Just that $.25T increase in 2 weeks is more market cap than 99%+ companies could hope for.

    • @thisathovin6346
      @thisathovin6346 Месяц назад +7

      Now 3 trillion@@MichaelLaFrance1

    • @niranjanrajesh1058
      @niranjanrajesh1058 Месяц назад

      ​@@thisathovin6346 dont spread misinformation

  • @lidarman2
    @lidarman2 4 месяца назад +622

    On Jensen Huang's comment on not starting the company again if he had a do-over, George Bernard Shaw said that youth is wasted on the young but if we did not have crazy young people starting companies that were impossible, nothing would ever progress. I was afraid to do that when I was a young engineer but now I know for sure I could never do it because I have something to lose. I tell that to post-docs, interns and summer students with ambitions because if they fail, they fail early and can bounce back learning in the process. Once they get too experienced, they get jaded and won't try.

    • @MrHav1k
      @MrHav1k 4 месяца назад +31

      The having something to lose part hit me.... damn.

    • @swaggery
      @swaggery 4 месяца назад +23

      Most companies you need a decade of experience in the industry if you want a decent chance of success. You don't really have a lot to lose at anytime, unless you want to work yourself to death. For an older person, sure you might not have time for your kids, but it's going to be for less than a year just to see if your company gets traction. The rest of it has to do with the macroeconomy and the state of your industry. If you can't save at least 30% of your paycheque, you pay too much of your wage to rent, or rent doubled in 5 years or less, these are the things that kill startups. Because if you fail once you'll end up homeless with little possibility to get back to where you were before.

    • @mastershooter64
      @mastershooter64 4 месяца назад +7

      What do old people have to lose? they have already lived their life seen their kids grow up and get married. They would be the perfect person to start a company as they have nothing to lose!

    • @marsovac
      @marsovac 4 месяца назад

      That's fine but you also need to take into account that the company was, and still is a very bad one, with several cases od antitrust, and anticompetitive practices that made a few companies extinct. In that regard the progress may have been hindered. It is called nGreedia for a reason. Intel and nVidia go hand in hand about that.
      Seems kinda that it rewards being a greedy bastard in capitalism, at least in its devolved form: corporatism.

    • @jacqdanieles
      @jacqdanieles 4 месяца назад +21

      ​@@mastershooter64conversely, what do they have to gain? Why put in the effort when you could sit back & enjoy your golden years?

  • @kyronrc
    @kyronrc 4 месяца назад +638

    It scares me how much the industry relies on a single company: TSMC. It’s the backbone of the technology age and it’s no good to have so much leverage on a single player…

    • @kahvac
      @kahvac 4 месяца назад +48

      The whole thing could come down like a house of cards !

    • @lookoutforchris
      @lookoutforchris 4 месяца назад +49

      This is how globalism works.

    • @ataulhaqakbar7365
      @ataulhaqakbar7365 4 месяца назад +26

      That's only if TSMC stays ahead ... giants come and go throughout history

    • @deadlock_problem
      @deadlock_problem 4 месяца назад

      @@ataulhaqakbar7365 TSMC stays ahead because America and the EU provide them the tools to stay ahead.

    • @karthickbg
      @karthickbg 4 месяца назад +26

      Single point of failure. It happened once during covid.

  • @verbumsat
    @verbumsat 4 месяца назад +254

    I want to put in a word for Dagogo - his style of reporting is the Best! No silly American splash & tinsle, No overwhelming background effects (I could go on) - Just straight & to the point, clear language. Dagogo should be cloned, his copies replacing so many others.
    I wish him the best - of course!

    • @RealLaone
      @RealLaone 4 месяца назад +4

      his music in the background gives a calm sensation too, it helps with the focus.

    • @dosmastrify
      @dosmastrify 4 месяца назад +1

      I guess you just listen to the videos?

    • @straight-up-shots
      @straight-up-shots 4 месяца назад +2

      What's splash and tinsle??

    • @ktran991
      @ktran991 3 месяца назад

      I concur!

    • @fatdaddy-viii-8672
      @fatdaddy-viii-8672 3 месяца назад +5

      But I missed his "your watching ColdFusion TV" tag line at the beginning!😮‍💨

  • @mbarker_lng
    @mbarker_lng 4 месяца назад +388

    For a Billion+ company, their controversies seem very minor. Huang actually seems to care about his employees which is quite rare in companies of that scale. For countless companies, theres an 'event horizon' where it gets large and people become just numbers on a spreadsheet; liquidated as needed to improve the bottom-line. Very impressive leadership.

    • @danieln6700
      @danieln6700 4 месяца назад +6

      Microsoft, Apple all like that, big gaming compaines

    • @PigsOnTheWings1
      @PigsOnTheWings1 4 месяца назад +21

      Nvidia has gotten a free pass on their extreme anti-competetive measures taken.

    • @alargecorgi2199
      @alargecorgi2199 4 месяца назад +12

      That entire section was like, I guess this is the best Cold Fusion could come up with. Overpriced luxury items? Might as well talk about groceries being up 300% vs inflation as a controversy.

    • @Coecoo
      @Coecoo 4 месяца назад +30

      They conspire with their competitors to fix prices. They purchase up every single GPU startup company they can. They do everything in their power to create artificial scarcity. They create incredibly dumb & detrimental "features" and when reviewers point this out or refuse to even cover them they immediately get blacklisted.
      The list goes on, but they are absolutely not a case of "minor" anything when it comes to doing disgusting anti-consumer things.

    • @deadlock_problem
      @deadlock_problem 4 месяца назад

      Because it's mostly monopolistic practices that they get tiny fines for or are ignored because the US is a corrupt shithole.

  • @kovalveli
    @kovalveli 4 месяца назад +232

    SEGA'S CEO is a G for doing a massive favour to NVIDIA.😮

    • @brookerobertson2951
      @brookerobertson2951 4 месяца назад +22

      Explains why saga is not doing so good.. you’ve got to be ruthless in business. Good guy’s come last.

    • @edwardzita3479
      @edwardzita3479 4 месяца назад +8

      That's actually really sad...

    • @jayryco
      @jayryco 4 месяца назад +14

      and Nvidia aint a G for letting SEGA almost die 😅

    • @Meta7
      @Meta7 4 месяца назад +9

      @@brookerobertson2951 Except Sega's doing pretty alright. Its failures are just publicized much more widely than its retained if boring successes.

    • @yeetboi268
      @yeetboi268 3 месяца назад +3

      @@brookerobertson2951 No, bro. Ruthlessness won't help Sega for having better games.

  • @surft
    @surft 4 месяца назад +92

    IT's really important to note that Nvidia also is said to be one of the best places to work in the tech industry. We think they take advantage of their customers a lot, and there is some truth to that but it's also true that their employees are pampered as hell and a lot are became millionaires quickly. Like it or not Jensen is a pretty dang good CEO to his employees.

  • @anyadike
    @anyadike 4 месяца назад +62

    As someone into tech, you may want to check out the Amiga's GPU in 1984. That home PC also pioneered a lot of stuff taken for granted, now. A computer that could simultaneously display thousands of colors at once was cool, but the GPU & other custom chips allowed multitasking & graphics that was hard to find anywhere else - until the mid-90s

    • @Thelango99
      @Thelango99 4 месяца назад +6

      Commodore had so much potential as a company.
      Too bad management killed it.

    • @lookoutforchris
      @lookoutforchris 4 месяца назад +15

      The whole video is fake history. SGI commercialized the first hardware graphics and GPUs in 1982 based on Jim Clark’s earlier research at Stanford. Nothing on their technical side was new, they simply cut down the high end graphics of the day to target the pC / gamer market. Their first designs sucked. Their first hit, the GeForce, was a copy of SGIs Reality Engine, and they lost court cases over this in the early 2000s. NVidia’s initial success comes from copying SGI and taking their employees. This video is trying to rewrite history. It really calls into question all the other videos this channel has made.

    • @xhivo97
      @xhivo97 4 месяца назад +3

      @@lookoutforchris Interesting. I knew a bit about SGI, mostly that they made workstations with their graphics tech and I think even OpenGL has some roots there, not sure.

    • @PartyTimeBitches
      @PartyTimeBitches 4 месяца назад +4

      @@lookoutforchris Yeah, the whole BS story about them going into a cafe and deciding to do things a certain way that no one else had is stupid. That way had already been done before. Trash tier research by ColdFusion, or they just used Nvidia's marketing materials to do this promo video.

    • @BoGy1980
      @BoGy1980 4 месяца назад +1

      the AMIGA had no GPU, it had a graphics chip, but not a GPU, a GPU is a 3D card with on-die T&L, that's how nvidia specified it years ago!

  • @TopBackgroundMusic
    @TopBackgroundMusic 4 месяца назад +46

    I usually watch ColdFusion videos even though I know the video will be an information I already know. That is the power of story telling

  • @TracksideViews
    @TracksideViews 4 месяца назад +113

    The stock is still rated as a buy and the price target has been raised once again. Pretty incredible to see Nvidia grow from the beginning.

    • @user-op8fg3ny3j
      @user-op8fg3ny3j 4 месяца назад +10

      Sounds like a bubble

    • @sreeravi25
      @sreeravi25 4 месяца назад +3

      @@user-op8fg3ny3j Nah, just perfect timing for Nvidia. Like Microsoft during computer boom, Apple during smartphone boom, and Google during internet boom.

    • @LeonardTavast
      @LeonardTavast 4 месяца назад +3

      They'll probably launch their next architecture in 2024 which will boost their performance in both AI and gaming. The previous cadence has been to paper launch the Tesla GPGPU in Q2 and launch their gaming GPU in Q4.

    • @piotrd.4850
      @piotrd.4850 4 месяца назад

      @@user-op8fg3ny3j Jesen had ability, bordering on supernatural, to predict (and to extent - shape ) some important trends. He is Jobs product-wise, extracts money like Tim Cook but still has some engineering in him.

    • @Also_sprach_Zarathustra.
      @Also_sprach_Zarathustra. Месяц назад

      @@user-op8fg3ny3jyou're so wrong.

  • @rackneh
    @rackneh 4 месяца назад +72

    The Tegra x4 was actually in the early Nintendo Switch models, the amount of documentation on the Tegra that was used is why the first gen switches are and always will be hackable.

    • @migovas1483
      @migovas1483 4 месяца назад +5

      Amen to that.. and is worth it 😎

    • @Pasi123
      @Pasi123 4 месяца назад +3

      The Nintendo Switch uses Tegra X1 which was also used on Google Pixel C and Nvidia Shield TV. The next generation Switch is also rumoured to use Nvidia Tegra

    • @rackneh
      @rackneh 4 месяца назад

      @@Pasi123 Oj so it was the x1

    • @_Digitalguy
      @_Digitalguy 4 месяца назад +1

      The Tegra 4 (without the x) was in the Surface 2 (RT) while the Tegra 3 was in the original Surface RT and in the orginal Asus transformer tablet. I had both the transformer and the Surface 2, and the Tegra 3 was way slower than the 4, which instead was not bad and competitive with the Intel Atom chips of the time

    • @Pasi123
      @Pasi123 4 месяца назад +3

      @@_Digitalguy Tegra 3 was also used on the really popular Asus/Google Nexus 7 (2012). Sadly the Nexus 7 used low quality eMMC storage which would degrade quickly and cause the device to slow down.
      CPU performance on it was comparable to my Galaxy S3 (i9300 with Exynos 4412)

  • @jamesrapp9778
    @jamesrapp9778 4 месяца назад +5

    Merry Christmas mate 8 years in we've been watching you. Thank you for your videos and have a lovely year.

  • @t1328
    @t1328 4 месяца назад +117

    I think they’re a very impressive company. Every company that gets this far goes through scandal and difficult times. Learned a lot from this video. Thank you Dagogo!

  • @tessiepinkman
    @tessiepinkman 4 месяца назад +20

    Beautifully described! You've done another amazing job! Happy holidays, to you Dagogo and everyone who reads this!

  • @lootster
    @lootster 4 месяца назад +150

    00:03 Nvidia's exponential growth and industry influence
    02:32 Nvidia's founding idea - using parallel processing for GPUs
    07:17 Nvidia's risky investment paid off handsomely
    09:34 Nvidia's NV1 chip failed to capture the market's attention due to its complexity and lack of support for emerging technologies.
    14:07 Nvidia's success was driven by its GPU technology and strategic partnerships.
    16:38 Nvidia's CUDA toolkit simplified GPU programming and expanded applications beyond graphics
    21:03 Nvidia's chip technology impacts various fields
    23:11 Nvidia diversifies from mobile chips to self-driving cars and gaming.
    27:17 Nvidia faced controversies over pricing and leadership challenges
    29:16 Nvidia has seen massive growth due to AI, but faces competition and potential supply chain issues.

    • @El_Pollo_Loco
      @El_Pollo_Loco 4 месяца назад +1

    • @verbumsat
      @verbumsat 4 месяца назад +2

      I Appreciate this breakdown !

    • @abhishek.chakraborty
      @abhishek.chakraborty 4 месяца назад +2

      Thanks a lot for summarizing 🙏

    • @semape292
      @semape292 4 месяца назад +2

      Thx very much

    • @lookoutforchris
      @lookoutforchris 4 месяца назад +6

      NVidia’s founding idea is fake history. What’s described in the video had already been done and commercialized by Silicon Graphics in 1982. The 3D graphics industry was already huge. NVidia’s central idea was simply to dumb down the high end products and target the gamer / PC market. This is a business approach, not a technology innovation. Their early products also sucked. Where they got good was as SGI started to fall apart. Their first GeForce GPUs were copies of SGIs Reality Engine. They were sued for IP theft and lost in the early 2000s. NVidia owes their original success to stealing IP and employees from SGI. Their main accomplishment was simply targeting PCs and gamers instead of the high end (CAD/research/3D animation) that SGI targeted.

  • @obiradaniel7391
    @obiradaniel7391 4 месяца назад +3

    This channel has the best background music, just makes you chill and focused on the content in a good way, it's just awesome

  • @seamon9732
    @seamon9732 4 месяца назад +34

    13:50 Nvidia didn't enter the PC graphics market in 1999 with the Geforce 256.
    They had their "Riva" line before that that competed with 3Dfx somewhat.

    • @pegcity4eva
      @pegcity4eva 4 месяца назад +6

      This is correct. I had a TNT2 way before the 256 existed

    • @kosmosyche
      @kosmosyche 4 месяца назад +6

      I had a 3DFX Voodoo 1, which I bought in 1997, but I very distinctly remember that before buying I was making a choice between 3DFX Voodoo 1 and Nvidia Riva 128. 3DFX clearly won at the time, mainly because of large support of native Glide API back then, also Nvidia drivers were notoriously bad and glitchy, which many reviewers in magazines always pointed out (they made them better for the first TNT and much much better for the first Geforce cards). But my point is Nvidia was already on the map even back then. In many games Nvidia was faster (when it worked right and wasn't glitching due to bad drivers it almost always won in DirectX games without Glide support, which 3DFX cards kinda never really liked, especially Voodoo 1) and Riva 128 was also a full combined 2D and 3D solution, when Voodoo 1 was a dedicated 3D-only chip, which meant you had to buy or already have a 2D video card separately, so it was also a point for Nvidia.
      In the end industry-wide Glide API support and better stable drivers in Voodoo 1 won in my case, but anyway saying that Nvidia entered the PC graphics market with Geforce 256 is like saying Boeing entered the aviation market with B747. lol
      What is true though was that Geforce 256 was the first Nvidia GPU that completely overpowered and destroyed all competition on the market. Before that they were trading blows with 3DFX with varying degree of success, but Geforce 256 was kinda the card everyone wanted and praised and for good reason.

    • @raymond289
      @raymond289 3 месяца назад

      I had been ATI all the way. Cause built quality. ALL in wonder TV tuners won me over in 1999.
      Creative Lab 3D wild cat. Was top of the line 3K - 4K resolution. $10,000 Canadian dollars. video card. For professional. 1997 - 2000.
      people like Nvidia alots back them open source Windows Drivers. every months a new update version for compatibility.
      By the time dual video card PCI express. Was downsizing for Mobile Notebook..

    • @Jonathan-Pilkington
      @Jonathan-Pilkington 2 месяца назад +1

      What a flashback thinking about when the 3DFX voodoos were released.... it was like a 1000x increase in graphics processing power. Also makes me realize how old I am. @@kosmosyche

  • @steveburge2808
    @steveburge2808 4 месяца назад +2

    Love your work mate this is the best content to come out of WA you have a lot of wisdom coming through your work, not many people take a step back and look at the big picture the way you do.

  • @webx135
    @webx135 4 месяца назад +66

    I didn't know about NVIDIA employees getting raises during the COVID crashes. My respect for them went up quite a bit. It seems most of their controversies are more inter-corporate or public-facing, but internally, they really seem to take care of their own.

    • @ariyune7007
      @ariyune7007 4 месяца назад +13

      They got raises because Nvidia had some of the highest ever stock growths in history. Lol.

    • @AK4SHGaming
      @AK4SHGaming 4 месяца назад

      ​@@ariyune7007and gpu price hikes

    • @user-lp5wb2rb3v
      @user-lp5wb2rb3v 2 месяца назад +1

      they had raises because nvidia was growing exponentially,

    • @fablearchitect7645
      @fablearchitect7645 2 месяца назад

      They couldn’t give any shits about the hard working engineers they laid of at Evga. You really think they will be caring about there own engineers once there jobs are automated away by the very GPUs they are designing?

  • @nathanielenochs1843
    @nathanielenochs1843 4 месяца назад +238

    I’m happy that AMD and Intel are giving them some much needed competition

    • @El_Pollo_Loco
      @El_Pollo_Loco 4 месяца назад +30

      Correct. Thats exactly what I think. Without competition nobody wanna create better Products, because they dont need to. Thats what pisses me off with production of machines from ASML. There is no other company, nobody who can do it. Thats not good - if you ask me

    • @laujack24
      @laujack24 4 месяца назад +7

      It's assembly line of multiple tech from across all western nations. The west don't want any of these type fall into the wrong hand namely our enemy. Best to concentrate all in few company. Just to give u a heads up Tokyo electron and applied material also produce those machine just not the highest grade one.

    • @MarcSpctr
      @MarcSpctr 4 месяца назад +36

      I wouldn't call whatever the f AMD and Intel are doing as Competition.
      Intel GPUs are quite literally pile of garbage and AMD has evidently given up on high-end GPUs.
      AMD's top end target is to just compete with xx70s GPUs.
      xx80s and xx90s they have literally given up on.
      And Nvidia has got the AI boom that it was preparing for YEARS to before.
      development of CUDA and spending millions if not billions in AI research is now paying them back.
      for gaming you anyways don't need anything more than what AMD offers.
      But for productivity, and efficiency, AMD is not even close let alone calling it a competition.
      Only thing that can go wrong with Nvidia is the industries shift towards RiskV and ARM architecture, leading them to loose the MOBILE GPU market.
      which is where AMD has even a slight chance.
      It is good that the NVIDIA-ARM deal didn't go through, else Nvidia would have officially made any other Chip Manufacturer either absolute or completely dependent on them.

    • @kalilbarry3773
      @kalilbarry3773 4 месяца назад +15

      @@MarcSpctrabout AMD competing only the xx70, the last gen is a bit above the xx80. They are on the right path and hope they continue like that

    • @lankyrob6369
      @lankyrob6369 4 месяца назад +10

      ​@@MarcSpctr
      Everything you said is factually wrong.
      All of it.

  • @OntologyofValue
    @OntologyofValue 4 месяца назад +3

    Fascinating story! I also often ask myself whether it was a good decision to go my own way and start a company. But then, I always come to a conclusion that this fundamentally changed me as a person. In the process of building a business, I got physically and mentally strong, resourceful, fierce, active, disillusioned... and I truly enjoy the fire in my own eyes while looking into the mirror. That's the real gain from going your own way.

  • @amaccama3267
    @amaccama3267 4 месяца назад +1

    Merry Christmas dude. Thanks for your hard work this year.

  • @yamiRic
    @yamiRic 4 месяца назад

    You are doing a magnificent research for the topic. Thank you, Dagogo!

  • @larryace4683
    @larryace4683 4 месяца назад +64

    "Selling shovels in a gold rush". Much respect to Dagogo for his intelligence 👍🏼👍🏼👍🏼

    • @johnsonpioneer
      @johnsonpioneer 4 месяца назад +3

      I thought I was the only person that noticed that. Very good use of language.

    • @RoyalDog214
      @RoyalDog214 4 месяца назад +11

      @@johnsonpioneer It's really not a new phrase and was around during the old Gold rush years, where the only people who actually profit were those selling shovels.

    • @CeleronS1
      @CeleronS1 4 месяца назад

      Shovel sellers in this situation are insiders that are currently selling stocks to 🐑

    • @brokeloser
      @brokeloser 4 месяца назад +7

      lol wot. This is a common phrase.

  • @flyingiguana409
    @flyingiguana409 4 месяца назад +15

    it was the TNT card that put nvidia on the map, it came before the geforce 256

  • @edgaroliver6805
    @edgaroliver6805 4 месяца назад +2

    Thanks Dagogo for your hard work in putting this great company summary together, very informative and enjoyable!

  • @LoisSharbel
    @LoisSharbel 4 месяца назад +2

    As usual, deeply researched and massively interesting! Thanks for your work, Dagogo!

  • @emmanuelhadzah2807
    @emmanuelhadzah2807 4 месяца назад +7

    "the embarrassment, the shame..." ~Huang.
    In early stage of my startup and he is 100% true with such statement.

  • @AmaricanJim
    @AmaricanJim 4 месяца назад +5

    I work for a company that has a massive contract for nvida, In fact we landed a large contract one month before they took off in value.

  • @iAm50Cal_
    @iAm50Cal_ 4 месяца назад

    Ahh Xmas eve video release, thnx my guy, happy holidays to you!

  • @raj96amrit
    @raj96amrit 2 месяца назад +2

    A Very well captured case study, It takes a lot of efforts to bring out such details and present it 👌

  • @ondro727
    @ondro727 4 месяца назад +9

    No, not the Geforce 256. Riva128 was the first bull's eye for NVidia. I still remember it, since it was the first gfx accelerator card I have ever bought...

  • @BoGy1980
    @BoGy1980 4 месяца назад +9

    before the geforce nvidia already entered the pc market with the Riva128, then the Riva TNT and later on the Riva TNT2, the Geforce was teh 4th actual graphics card from nvidia that was fully marketed towards PC ... On the other hand with the Geforce nVidia used the term "GPU" for the first time, it was basically a souped up TNT2 that also did T&L (Transform & Lighting) on chip, while other 3D cards still did that part via Software (cpu)

  • @johngodoy2929
    @johngodoy2929 4 месяца назад +1

    amazing video, very well crafted, you sir are an artist! ongratulations, merry christmas and happy new year!!

  • @NK-iw6rq
    @NK-iw6rq 4 месяца назад +1

    Amazing video DaGoGo ! I'm not sure if you already did a video on it, but consider doing one about ARM holdings.

  • @AmaritoMan
    @AmaritoMan 4 месяца назад +4

    In the last chapter of nvidia CEO interview I can't process 😅 that's what Steve Jobs would have said, life is a series of challenges, taking calculated risks and 1% of luck. That's what makes industry pioneers 👌

  • @pfimpel
    @pfimpel 4 месяца назад +6

    Thank you Dagogo. I highly regard your videos. Maybe there is one prospect missing, however: What about nvidia's plans to expand in desktop computing via custom CPUs?
    There are lots of rumors about an ARM-based nvidia CPU for PCs which could rival Intel & AMD x86 CPU dominance, just like apples M1 and Snapdragon's X Elite (will) do.
    BTW: I wonder, are you actually a gamer, Dagogo? Do you regret switching to Macbook considering the gaming aspect?

  • @MrDopeContent
    @MrDopeContent 4 месяца назад +1

    Dope Content Cold Fusion 🤘🏼😎💯💧

  • @CTCTraining1
    @CTCTraining1 4 месяца назад +1

    Excellent video, only thing which I spotted that sounded odd was 27:12 ‘shelving out’ was meant to be ‘shelling out’.

  • @DStrayCat69
    @DStrayCat69 4 месяца назад +6

    Fantastic episode 🙂 I don't even remember how many Nvidia cards that I've owned... I think, nearly every computer that I've had since about 2000 has been Nvidia. I've gone totally Linux now and still use them. I'd still be Crypto Mining if it were not for the huge price tag to do it. Returns are much lower considering the cost of hardware... A lot has changed over the years...

  • @zenith251
    @zenith251 4 месяца назад +57

    "In 1999, Nvidia entered the PC graphics market with the GeForce 256 Graphics Card." I mean, only if you completely skip over the 1997 Riva 128 (NV3) and 1998 Riva TNT (NV4). Not as popular as the 3DFX Voodoo series at the time, it was still highly competitive.

    • @anakins07
      @anakins07 4 месяца назад +8

      I had a Riva TNT2 in my PC back around 2000. It was sold by a brand called Zenith.
      On the other hand the only Nvidia GPU I have bought since 2005 is a RTX 2060 in my laptop in 2020. All my desktops have had AMD GPUs.

    • @ondro727
      @ondro727 4 месяца назад +8

      Exactly! Riva128 was NVidia's first REALLY succesful chip, so I can't imagine why it is not even mentioned... I still remember, since Riva128 (card was made by Diamond, can't remember the name) was the rist "graphic accelerator" I have ever bought (3Dfx was too expensive at the time and Riva128 seemed to be a better, more universal product, and one it was all-in-one card, unlike 3Dfx cards, that were accelerators only and required additional 2D card as a base). I get it that Geforce256 was the first "GPU" (because of addition of T&L capabilities), but Riva128 was really the first bull's eye for NVidia.

    • @0XFVCKS
      @0XFVCKS 4 месяца назад

      @@ondro727Diamond Viper

    • @lookoutforchris
      @lookoutforchris 4 месяца назад +13

      This whole video is fake history. It makes me distrust all the other channels videos where I know less about the topic.

    • @lookoutforchris
      @lookoutforchris 4 месяца назад +5

      @@ondro727they don’t mention this in the video because then you would have to get into how the first GeForces were stolen Silicon Graphics designs. NVidia took IP and employees from SGI. Their products sucked before that. They lost court cases over this in the early 2000s.

  • @DenOfTimbsllc
    @DenOfTimbsllc 4 месяца назад +2

    I love that you used LGR content, He is well of knowledge! Great Video!

  • @jeffwoodard
    @jeffwoodard 4 месяца назад

    Very interesting. You have some of the best documentaries on youtube.

  • @JonathanBradysouth-africa
    @JonathanBradysouth-africa 4 месяца назад +36

    I own two PCs - one for the office and one for my personal use at home. Both are equipped with RTX 3000 series cards (one a 3060ti and the other a 3080ti). Bought both cards during the Crypto boom and later, during the AI boom....the pricing pains me but as a professional videographer and video editor, I need these. It was so painful having to pay the prices I did. I couldn't rely on any other brand of card for the workloads and stresses needed for my projects...so it's really a sore point for me. Looking at the 4000 series pricing....I literally have to wait until the 5000 series cards come out so I can scoop a 4080 or 4070ti. I've come to view Jensen as someone who is almost unscrupulous when it comes to profiteering through my own experiences in having to buy GPUS.

    • @anasevi9456
      @anasevi9456 4 месяца назад +4

      Intel seems to have the same obsession with 'everything just works' meme, rather that just having solid hardware but kicking the software out the door premature like AMD. So 5 or so years, you plausibly might have a viable options. Intel and Nvidia have a raging hateboner for the other; price wars are not off the menu unlike the more love-hate sibling rivalry of nvidia-amd. But that's assuming the entire paradigm as they would say; isnt flushed by time.

    • @entropy8634
      @entropy8634 4 месяца назад +3

      @@anasevi9456paradigm shift I’m waiting for is when GPU becomes compatible with ARM cpu

    • @King-O-Hell
      @King-O-Hell 4 месяца назад +1

      Hah, yeah. I paid 1100$ for a 3070ti. And then I accidentally broke it, or messed up the GPU slot (thought I broke it) a year later and bought a new PC. Haha
      The prices were painful for sure

    • @amirillodude
      @amirillodude 2 месяца назад

      They charge what the market will bear, simple demand and supply....u can't blame them for that! That's how business works. You handed over your money for hardware that does the job for you and no one should think they're "unscrupulous". All the risk and investment they make in R & D has to pay off....so why should you complain? If the shoe was on the other foot, you'd do the same thing. But then again thanks as my 72 shares avg price of < $300 is now almost $900!

    • @JonathanBradysouth-africa
      @JonathanBradysouth-africa 2 месяца назад

      @@amirillodude Touche

  • @fzksfans
    @fzksfans 4 месяца назад +6

    @ColdFusion Correction is required @ 30:20 , "...On the Desktop Computing Space, Miscrosoft has entered the arena with their arc series..." ; Its Intel not Microsoft.

  • @DavidLimofLimReport
    @DavidLimofLimReport 4 месяца назад

    A Christmas eve surprise!!! Nice one and merry Christmas agogo!!!

  • @geneballay9590
    @geneballay9590 2 месяца назад

    a very interesting (as usual) and informative (as usual) video. I learned so much (as usual). thank you for all the work and then sharing.

  • @glennm7086
    @glennm7086 4 месяца назад +4

    CUDA in 2006 was a page out of Intel‘s playbook. Standardize software to make your hardware easy to program. Intel took this as a very serious competitive threat. I bought a bunch of NVDA in 2018 for $64/share. It is my most high conviction stock

  • @ChrisBa303
    @ChrisBa303 4 месяца назад +10

    Its also worth to mention that according to some market analyst the recent AI boom could be considered the next economy buble just like streaming services where 3 years ago. If you look at all the big stocks that dont underperform they where almost all related to ai, but profits didnt increase proportionaly.

    • @ericchang3531
      @ericchang3531 2 месяца назад

      I think the ai applications are just way too wide and deep and cost saving to compare them

  • @nolo2jz814
    @nolo2jz814 4 месяца назад +1

    so glad I got this video recommended

  • @sauletp3871
    @sauletp3871 2 месяца назад

    As always, a thorough research and well-articulated video. Thanks, Dagogo.

  • @Legitti
    @Legitti 4 месяца назад +9

    I recently got Legion Pro 7i with RTX 4080 and the preformance is just insane, but so was the price so there's that.

    • @iraklimgeladze5223
      @iraklimgeladze5223 4 месяца назад

      Rtx 4080 is renamed, RTX 4070 desktop card.
      Besides, before we had bigger performance gains.

    • @1nxpired
      @1nxpired 4 месяца назад

      40 series is a scam

    • @EGOLLC1295
      @EGOLLC1295 4 месяца назад

      ​@@1nxpired not at all, i personally have a 3070 and the 4070 that i tested firsthand is worth the extra $50-$100, same can be said for every 40 series except for maybe the 4090

    • @keepitraw1
      @keepitraw1 4 месяца назад

      So you are a brokie?

  • @boncharusorn6173
    @boncharusorn6173 4 месяца назад +8

    for most of my applications, Nvidia is the chosen one. i have been using AMD too but on a narrow spectrum of tasks. the price of Nvidia is about 20% too high imo in terms of gaming hardware. Now, the pro and enterprise grades are at least 300% above the fair price. Nvidia, the competitors, the industry and the users knows the markups are excessive but no one is going to do anything about it, even me.

  • @atultewari5006
    @atultewari5006 4 месяца назад +1

    i use RTX 3050 and have to say im quiet impressd after knowing the journey of how nvidia became so popular, keep up!

  • @PG-tc6os
    @PG-tc6os 4 месяца назад

    Great work amazing documentary

  • @markmuller7962
    @markmuller7962 4 месяца назад +4

    Investing in gaming companies and especially in indy developers may be very smart at this point given the advancements in AI and graphics cards

  • @michaeltheunissen609
    @michaeltheunissen609 4 месяца назад +8

    As always, a fantastic insight into the company. Their failed acquisition of ARM wasn't covered and I wonder how this would have changed their direction.

  • @thokozanindzinisa8207
    @thokozanindzinisa8207 4 месяца назад

    Hi Dagogo, thank you for the great work. It is very informative; I would like to have a chat with on AI. I know you have done much research on it.

  • @gimmy9099
    @gimmy9099 4 месяца назад +1

    The floatters base at 13:30 is nice!!

  • @MatthewMS.
    @MatthewMS. Месяц назад +3

    Been investing in Nvidia since 2018 and it’s made me a millionaire. It’s the best company ever to exist.

  • @jippoti2227
    @jippoti2227 4 месяца назад +5

    A great video! I have a 3060ti and thought seriously of investing in Nvidia a year ago after following the stocks for years. Well, I didn't.

    • @sendmechecks
      @sendmechecks 4 месяца назад +1

      Same

    • @santiagocarreno5881
      @santiagocarreno5881 4 месяца назад +1

      I have bought 4 of their stocks, 7 of AMD and 2 MU at the beginning of this month; couldn't afford more though :(, but I see such an enormous world dependency on the largest chip players companies (including ASML, AMAT, TSMC, etc) that even now it is worth the risk, let's see what happens in 2024; if you can buy some, I am seriously telling you now to do the effort; this may sound crazy but the forecast of these companies stocks in 4 years is >x10 because the world depends on them, and wil depend even more because of the AI.

  • @atomicdmt8763
    @atomicdmt8763 4 месяца назад

    brilliant! solid vid

  • @user-ff3gq8bb5e
    @user-ff3gq8bb5e Месяц назад

    Why are your videos sooooooo good! Thank you!

  • @JoelHerzog
    @JoelHerzog 4 месяца назад +4

    I feel you should have referred to AMD as ATI when you were mentioning Nvidias early competitors. Or at least premis the mention of AMD with: "which at the time, their graphics division was a separate company called ATI".

  • @kosmosyche
    @kosmosyche 4 месяца назад +5

    8:33 This whole segment about Nvidia and Sega is very poorly researched and consists almost entirely of misinformation:
    1. Nvidia didn't secure the deal with Sega about using Nvidia's chip in Saturn console. In fact, Saturn's hardware predates Nvidia's NV1 and had nothing to do with Nvidia. However, NV1 used the same approach to 3D-rendering as Sega Saturn (namely, the use of quadrilaterals polygons), so it was very easy to convert Sega Saturn games to NV1.
    2. So what Nvidia really did - they just made a deal with Sega for several Sega Saturn games conversions to PC for NV1 3D-accelerator (like Panzer Dragoon, Virtua Fighter etc. - only 6 games in total). They also used the Saturn controller port on Nvidia's card (Diamond Edge 3D), so you can use native Sega Saturn controller with those games.
    3. So consequently, you can't play Sega Saturn games natively on an NV1 card at all. All you can do is play those specifically ported to NV1 versions of those 6 games.
    PS Also, as a side note, there were several pieces of PC hardware that really allowed PC users to play console games natively on their PC's. As an example, the 3DO Blaster card which came out a year before NV1 in 1994 allowed to play 3DO console games. It was basically a full complete 3DO console on a card. Also even before that, back in the early 90's there were some PCs made in cooperation with Sega that could play Sega Mega Drive games. So even if Nvidia's NV1 did allow to play Saturn games natively (which of course it didn't), the concept was not in any way unprecedented or even new at all.

  • @craigmudge6078
    @craigmudge6078 2 месяца назад

    11:40 When I heard the background music, I knew I'd heard it before. Then I remembered it was Lazerhawk - So Far Away. I see you are a man of culture, too, ColdFusion :)

  • @sir.axolotl2665
    @sir.axolotl2665 4 месяца назад

    Thanks for yet another amazing and interesting video! 😊

  • @luke2870
    @luke2870 4 месяца назад +7

    Buddy out here dropping late night gems. Love it!

    • @AnnisokayForsure
      @AnnisokayForsure 4 месяца назад +2

      It's morning here

    • @El_Pollo_Loco
      @El_Pollo_Loco 4 месяца назад

      @@AnnisokayForsure Where is "here"? Its the middle of the night xD

    • @Low760
      @Low760 4 месяца назад

      ​@@El_Pollo_Lococold fusion is based on Perth in Australia, it's Sunday afternoon here.

    • @El_Pollo_Loco
      @El_Pollo_Loco 4 месяца назад

      @@Low760 oh, alright.. that sure is a "little" distance to europe 😅

  • @XOPOIIIO
    @XOPOIIIO 4 месяца назад +21

    Imaging how many other great startups failed despite of having better chances to get to $1 trillion valuation. So many unrealized technologies we have no clue about.

    • @cedcol356
      @cedcol356 4 месяца назад +1

      That's the "benefit" of capitalism. Profit at all costs

    • @XOPOIIIO
      @XOPOIIIO 4 месяца назад

      @@cedcol356 Profit to business means value to society.

  • @Daegis88
    @Daegis88 3 месяца назад

    Thank you for making this video

  • @amey97
    @amey97 4 месяца назад +2

    Good Info!

  • @user-zq3wt4qq9b
    @user-zq3wt4qq9b 4 месяца назад +18

    Jensen Huang has to be the hardest working CEO in....any business. I never understand why Steve Jobs got so much credit when noone knew who Jensen was

    • @poison7512
      @poison7512 4 месяца назад +1

      Steve Jobs was the Elizabeth Holmes of computers.

  • @hexeract1
    @hexeract1 4 месяца назад +6

    oh man, I have been at NVIDIA for nearly 10 years now and this video gave me goosebumps.
    Best company in the world with the tech world's best CEO. Great video.

  • @AlteredCarbon326
    @AlteredCarbon326 4 месяца назад

    love your work, u make me imagine 🙌🏼

  • @AzzaTwirre
    @AzzaTwirre 4 месяца назад +1

    This is a great channel with episodes so good that the management-training-video-music sound track is almost unnoticeable

  • @ChiBrianXIII
    @ChiBrianXIII 4 месяца назад +4

    As much as I hate the prices for NVIDIA cards, can’t deny they changed the computing landscape in several positive ways.

    • @hudziszeq
      @hudziszeq 4 месяца назад +2

      it's not NVIDIA's fault there are scalpers out there grabbing all the cards from the market, RTX3080 release price was only 699 USD.

    • @dafff08
      @dafff08 4 месяца назад +6

      @@hudziszeq this was just a marketing hoax. nvidia literally played along with scalpers despite them denying it.

    • @ChiBrianXIII
      @ChiBrianXIII 4 месяца назад +1

      @@dafff08facts, they knew where to make the quickest buck.

  • @henrrysarangolux9739
    @henrrysarangolux9739 4 месяца назад +4

    Thanks for this present 🎁 and for this year, one day ill thank you personally, Nvidia has a strange trajectory and migth be involved in the next step for humanity.

  • @Masquerademasque
    @Masquerademasque 4 месяца назад

    Merry Christmas man! heading into chrissy with chill burn water

  • @dieguterute4401
    @dieguterute4401 4 месяца назад +1

    Wow, it was a very good video. I asked myself a sek before I saw this video „how does NVIDIA got so big“
    The only thing I have to complain about NVIDIA is the price.

  • @Campaigner82
    @Campaigner82 4 месяца назад +3

    I’m impressed by Nvidias accomplishments. To be able to switch from targeting gamers to A.I shows that Jensen Huang understands that you cannot stagnate.

  • @SN7T
    @SN7T 4 месяца назад +4

    As a gamer i've been an nvidia customer since 2002, so i've got to see their growth first hand, its amazing how big they have become.
    My first card i think was the Geforce Ti 4200.
    But this year for the first time ever i bought an AMD card, you get way more bang for your buck. I'm glad AMD got to compete with nVidia because their pricing for their GPU's are just ridiculous.

    • @tylerclayton6081
      @tylerclayton6081 4 месяца назад

      AMD isn’t competing with Nvidia since AMD has only 10% market share. The GPU market is completely dominated by Nvidia

  • @UncleJoeLITE
    @UncleJoeLITE 4 месяца назад

    Cheers Dagogo, have a good Christmas & NY.

  • @afaqahmed831
    @afaqahmed831 2 месяца назад

    Great video!

  • @gytispranskunas4984
    @gytispranskunas4984 2 месяца назад +15

    Nvidia is bigger than your comprehension.

  • @cmyes
    @cmyes 4 месяца назад +3

    I knew the universe led me to get a pint of ice cream for a reason.

  • @pratikparbat341
    @pratikparbat341 4 месяца назад +1

    Always been an Nvidia fan and will continue to do so, Recently brought an 4080 laptop and its scary fast wrt to the physical simulations.

  • @user-hg9fi5ux2l
    @user-hg9fi5ux2l 4 месяца назад

    Happy Christmas bro 🙂🙏

  • @HerveMaas
    @HerveMaas 4 месяца назад +3

    I have a 3070ti in my laptop. But all my other machines run AMD a 6900XT, 6800, Z1 Extreme and that Steamdeck SOC. At the moment AMD is the master of gaming with them being the driving force behind all major consoles, except for the Switch which runs a Tegra. However, aMD doesnt hold a candle to GPU usage in other markets, which are also more profitable. Which is why Nvidia doesnt really want to sell gaming GPUs anymore. And why would they? They can sell the same 4070 chip as an A-series for 5-10 times the margin.

    • @fubar12345
      @fubar12345 4 месяца назад +1

      Yes Nvidia is no longer a gaming hardware company anymore, they are an AI hardware company. This should allow AMD to consolidate their position in the gaming market, Nvidia will have bigger fish to fry....

  • @dafff08
    @dafff08 4 месяца назад +5

    i do have an nvidia gaming card, but i also use their technologies for blender and ai stuff.
    my perception is rather negative.
    im not gonna lie, their product quality is pretty good, but the amount of profit chasing is just beyond ridiculous.

  • @MichalCilekAI
    @MichalCilekAI 4 месяца назад +1

    Thanks for this great episode. I have a question: since 1991, I was selling Silicon Graphics Workstations and they were very dominant on the market for 3D Animation and Simulation, Vizualization. As Nvidia created their GeForce graphics, SGI lost its rein in 3D graphics. I was curious ti hear anything about that in this episode. Perhaps you could make an episode about Silicon Graphics as I believe there is a lot to learn about it. It changed my life completely and this area provided me with incredible experiences in the last 30 years. And it brought me to top technology, military applications, film and 3D animation, industrial design and I am enchanted in that are still. Great episode, I love how you are able to dig deeply and inform people on both sides of each company / topic you discuss, I value that highly. Best Wishes and again many thanks.

  • @louielondonmedia4819
    @louielondonmedia4819 4 месяца назад +9

    3DFX and SLI - I wonder why this wasn't mentioned in the video, since Nvidia acquired 3DFX and SLI allowed two graphic cards to work in parallel. For example, you could join two 3DFX card via the monitor and directly, via dedicated SLI connector. That's what I did when I used own a couple of 3DFX cards over 20 years ago and no mentioned of this technology or acquisition was mention in this video

    • @OneAngrehCat
      @OneAngrehCat 4 месяца назад +2

      because SLI died. For good reasons. It wasn't worth the money for consumers.

    • @louielondonmedia4819
      @louielondonmedia4819 4 месяца назад

      @@OneAngrehCat I'm not disagreeing, just surprised it wasn't mentioned

    • @poison7512
      @poison7512 4 месяца назад

      Because it's obsolete pointless tech that didnt even benefit NVIDIA

  • @markmuller7962
    @markmuller7962 4 месяца назад +5

    We definitely need more competition in the gaming graphic cards market, it pretty much feels like a monopoly

  • @my_name_is_rhyme
    @my_name_is_rhyme 3 месяца назад

    I listened to a vid from 3 yrs ago back to back with this one, and your voice was deeper and butterier back then lol. Now it's more energetic I guess?

  • @crowncreativemarketing525
    @crowncreativemarketing525 4 месяца назад

    Good vid!

  • @JuffoWup78
    @JuffoWup78 4 месяца назад +9

    A couple of notes:
    1) Netflix and Amazon using nvidia chips is redundant as last I have heard, netflix is hosted on AWS.
    2) The CMP line had one massive flaw that wasn't just the price. It was the fact they had no display out. This is where Nvidia flopped on the design. They were 30 series chips but without the display out making them useless for the 2nd hand market to recoup some of the initial cost for miners.
    3) Speaking of the 30 series, nvidia never has relied on TSMC completely. The 30 series was fabricated by Samsung. The 40 series is back at TSMC, but it is believed nvidia is getting no loyalty love discount which may be part of the reason they have a locked higher price. It is in fact AMD that has been attached to the hip with TSMC for gpu chips.
    As for which I have, it is an evga 3080. Sad for that company to go, but understandable. I hear AMD isn't much better in its treatment of 3rd party companies. Better, but not by a lot. If I was to get a chip for this generation, it would most likely be AMD. While nvidia still has an edge on power, the price and efficiency of the amd chips is hard to ignore. Luckily, I can wait another generation or two before upgrading.

    • @LeonardTavast
      @LeonardTavast 4 месяца назад

      On your last point you should look into interviews with Sapphire. They're AMDs closest PCB partner just like EVGA were Nvidias best partner until they broke up. From what I have heard from Sapphire they are much better treated than Evga.

  • @Manicsar1
    @Manicsar1 4 месяца назад +6

    At 30:20 you say "Microsoft has entered the arena with their Arc series'" - of course, it should have said Intel there.

    • @goktug3
      @goktug3 4 месяца назад +1

      Came for this

  • @REVIEWSONTHERUN
    @REVIEWSONTHERUN 4 месяца назад

    Interesting! Thanks for sharing it. ✌️

  • @halneufmille
    @halneufmille 4 месяца назад

    The caustic humor is out of control. Keep it up.

  • @TheNerd
    @TheNerd 4 месяца назад +5

    I would argue that _the most important GPU of all time_ (to kickstart everything) was the 3Dfx Voodoo and it was released in 1996.
    Yeah the Geforce 256 was important, but 3Dfx deployed 3D acceleration for home users first and *WAY ahead* of Nvidia.