Nvidia's attempted Arm acquisition revealed its hopes of becoming the world's leading AI company

By 2024, Nvidia had become one of the world’s most valuable companies

Nvidia started as a graphics chip designer for PCs and consoles. This explainer traces its rise from early GPU innovation to powering AI breakthroughs and fueling the data centers behind today’s biggest tech platforms.

Nvidia entered its AI era after learning that its chips could be used in industries beyond gaming

Its semiconductor chips were used in the automotive industry, for data centers, and by crypto miners. And starting in 2006, Nvidia took steps that would ultimately transform it into the AI company it’s known as today. This podcast is the second part of a three-part series diving deep into Nvidia’s company evolution.

Nvidia was founded in a Denny's restaurant

Nvidia is one of a handful of companies valued at more than $1T. In its early days, the semiconductor company sold GPUs, or graphics processing units, that were used for video games. But in recent years, Nvidia’s chips have been used for crypto and AI. Nvidia has faced several setbacks on its journey, including when the US sanctioned chip exports to China.

Nvidia CEO Jensen Huang once saved Nvidia from bankruptcy with a multi-million dollar Hail Mary

Nvidia is now known as one of the top companies contributing to the AI boom, but back in the 1990s, it almost failed. One last-ditch effort conversation that CEO Jensen Huang had with an investor saved the company.

CUDA was Nvidia’s first step into artificial intelligence

CUDA (Compute Unified Device Architecture) is a parallel computing platform that was developed by Nvidia in the mid-2000s. By letting people perform computations in parallel, rather than sequentially, CUDA allowed people to compute large amounts of data quickly. CUDA has been used to build machine-learning models as well.

Over half of Nvidia’s revenue comes from outside the US

This chart breaks down where Nvidia’s revenue comes from—both in terms of which business segments it’s generated by and in which countries. Most of Nvidia’s revenue stems from its computing segment, which includes billions spent by companies building AI.

Nvidia controls more than four-fifths of the GPU market—but isn't considered a monopoly

Semiconductor company Nvidia has a commanding market share when it comes to graphics processing units. Its competitors include Advanced Micro Devices and Intel, which together account for less than a fifth of the GPU market.

Nvidia's rapid development of GPUs is forcing computing to depart from something called Moore's law

Moore’s law, named after Intel’s cofounder, predicts that the number of transistors on a chip will double every two years. But Nvidia could be outpacing that prediction.

DeepSeek is a Chinese AI startup that rattled US competitors when it made an AI model much faster and cheaper than they did

DeepSeek unveiled an AI model in 2025 that it said was made in two months for roughly $6M. For context, OpenAI has suggested it took over $100M to make its AI model GPT-4. The news rattled the stocks of American tech companies, including leading chipmaker Nvidia.

The major AI industry players are creating a web of circular investments

Bloomberg created a network diagram that shows how companies like Nvidia and OpenAI are fueling the AI money machine. The chart shows that many top AI companies provide significant investments to one another.

Rival companies AMD and Nvidia's CEOs are related

Advanced Micro Devices (AMD) and Nvidia are two of the world's largest manufacturers of processing chips and are fierce competitors. AMD's CEO Lisa Su and Nvidia CEO Jensen Huang are actually first cousins once removed, but reportedly don't share a close relationship and didn't even meet until later in life at an industry event.

Google Search incorporated AI Overviews in 2024 to fight back competitors

Analysts believe that generative AI tools—not antitrust rulings—are Google's biggest threat because they draw users away from traditional search and potential ad revenue. AI partnerships, like the one between Apple and OpenAI, may further reduce Google's market share.

AI's growing energy demands are driving tech companies to consider nuclear power

Big Tech has rebranded nuclear power as a green solution to address the strain on the grid from millions of people using power-hungry AI tools. As of mid-2025, generating one image uses as much electricity as charging the average smartphone, or leaving a household light bulb on for 87 consecutive days.

AI data center growth has created shortages and price hikes in computer parts

The parallel processing needed to power large language models for AI chatbots and other tools drove demand for high-speed graphics processing units to spike in 2025, enabling capital-rich technology companies to price out consumers. Similar demands for the computer memory used in storage drives are expected to keep shortages from easing through 2028.

NVIDIA named several computer chip architectures after Grace Hopper

Unveiled in 2023, the GH200 Grace Hopper Superchip, designed for generative AI applications in data center-scale systems, combines a Grace CPU with a Hopper GPU to create a coherent memory model. This allows the Hopper to access Grace data directly, reducing the need to repeatedly copy data back and forth and vastly improving performance.

Nvidia’s RTX graphics chips support ray tracing, which, the company says, can boost performance in games by 25%

Ray tracing allows developers to add more realistic-looking lighting and shadows to video games, and Nvidia continues to improve the tech in newer chips. Rendering light realistically in video games requires immense computing power, and ray tracing “cheats” the process with a little guesswork.

A video compares two visions for the metaverse: one from Nvidia and one from Facebook

The CEOs of top technology companies Nvidia and Meta recently revealed their visions for the metaverse of the future. As of 2021, both Jensen Huang and Mark Zuckerberg were bullish on virtual world-building, although Huang seemed more focused on the metaverse's business implications than its social ones, which Zuckerberg prioritized.

As of 2025, artificial intelligence systems remain narrow and specialized

Efforts are ongoing to create artificial general intelligence, where machines outperform humans across a wide range of cognitive tasks, including those for which they have not been specifically trained. Current models utilize machine learning and neural networks to perform tasks for which they are programmed, leveraging provided training data.

A merger between OpenAI and Anthropic was reportedly proposed after Sam Altman's firing

OpenAI's board of directors reportedly reached out to Anthropic's CEO, Dario Amodei, about the possibility of taking over the role left by Altman in 2023. Amodei declined to take over as OpenAI's CEO and to a merger of the two AI startups.

Apple's future will likely continue to incorporate mixed reality hardware and AI

Although the majority of Apple's profits come from iPhone, iPad, and Mac sales, CEO Tim Cook has overseen a diversification of products since the acquisition of the Beats headphone brand in 2014, including the launch of the Apple Card, Apple TV, and the Vision Pro headset.

A vending machine run with Anthropic's AI went out of business after it was convinced to give away items for free and sell a video game console.

Palantir's technology is part of a larger shift in modern warfare

As warfare becomes increasingly technical, Palantir executives say artificial intelligence is going to revolutionize how military leaders in war zones make decisions. They argue that this shift towards "algorithmic warfare," or the integration of large technological enhancements like AI, will enable militaries to be more powerful and make fewer mistakes.

A vending machine run with Anthropic's AI went out of business after it was convinced to give away items for free and sell a video game console.

Meta's acquisition strategy for Instagram and WhatsApp led to a 5-year-long antitrust lawsuit

In 2020, the Federal Trade Commission sued Meta as part of the agency's efforts to rein in big tech companies. The FTC alleged that Meta overpaid for Instagram and WhatsApp in a "buy or bury" strategy to gain access to those companies' talent and diminish competition. In 2025, a federal judge sided with Meta, citing intense change in the social media landscape.

Elon Musk's Neuralink's N1 chip can wirelessly read brain signals from over 2,000 electrodes

The device is a battery-powered brain implant that transmits data via Bluetooth. Neuralink's near-term objectives for the device focus on unlocking new treatments for paralysis, neurological disorders, and some psychiatric conditions.

Electrical grids worldwide must double their power delivery capacity by 2050 to meet surging demand from AI and electric vehicles.

In 2025, four executives from large tech companies were given positions in the US Army Reserves—including Palantir Chief Technology Officer Shyam Sankar, which reinforced Palantir's ties with the US military and its role as a leading defense partner.

Tesla open-sourced all its patents to speed up industry adoption of electric vehicles

The company employed a disruptive strategy to transform the transportation market, but early struggles, including leadership shifts and near bankruptcy in 2008, threatened its efforts to bring electric vehicles to the mainstream.

The name 'Silicon Valley' arose from the founding of Shockley Semiconductor Laboratory in Fairchild Semiconductor in 1956-57, founded near Stanford University in Palo Alto

The Nasdaq's 'Magnificent 7' companies are responsible for roughly 40% of the Nasdaq 100 index's gains, while the remaining 93 companies account for the other 60%.

In 2019, a laptop loaded with six of the worst malware in history and described as 'an exhibit of historical weaponry' sold for $1.3M.

When you complete a CAPTCHA on a website to prove you are human, you may be unknowingly training algorithms for self-driving cars, whose systems require training data to help identify crosswalks, bicycles, and other outdoor objects.

SpaceX's S-1 or 'prospectus' revealed many previously unknown details about the company, including its unprofitability despite doing $18.7B in revenue in 2025, exactly how many voting shares Elon Musk will have in the company (roughly 85%), and more.

English mathematician Ada Lovelace wrote the first computer algorithm a century before computers existed and hypothesized that computing devices would one day be able to compose music—foreseeing the generative AI systems of today.

How Amazon operates a 'flywheel' business model, a self-reinforcing cycle that drives continuous growth

As of 2025, the most cited papers in science include a review of graphene, methods to improve image recognition, streamlining electron density calculations, and optimizing protein studies.

Recent research found that the brain doesn't seem to massively rewire following amputation—upending earlier beliefs about the cause of phantom limb pain.

A 2019 Facebook event called on attendees to "Storm Area 51, They Can't Stop All of Us," resulting in countless memes, the creation of a music festival, and eventually the arrests of those who did try to approach the area.

Massive 3D printers have been used to build homes by stacking layers of 'concrete toothpaste,' a fire-resistant material that effectively insulates against outside noise.

Watch how deep-sea mining equipment collects and processes polymetallic nodules—metal-rich, potato-shaped rocks—from the ocean floor and creates environmentally damaging plumes of sediments.

Memecoins are a type of cryptocurrency—a form of digital currency with a wide variety of uses—created around popular 'memes,' or viral internet jokes.

Sony set the standard for cylinder-shaped batteries when it repurposed manufacturing equipment used to make rolls of magnetic recording tape.

Sunflowers have long been a symbol of nuclear disarmament because they can extract large amounts of radioactive cesium from soil.

In 1945, Surrealist artist Salvador Dalí and legendary animator Walt Disney began collaborating on a short film that was not completed until 2003, years after both men had died.

The animatronic shark from Steven Spielberg's 'Jaws,' the first modern blockbuster, was a complex underwater apparatus called 'Bruce.'

Learn how monoclonal antibodies, which mimic the body's antibodies, can fight diseases like Ebola.

Telehealth demand for GLP-1s for weight loss is booming as consumers seek easier access.

Exploring the Larry Bird punch that almost changed March Madness

The syncytiotrophoblast is the outer layer of the placenta and the largest human cell, spanning an area about twice that of a king-sized bedsheet.

Some Pokémon have been named after real and fictional organisms, while some real-world species have been named after Pokémon, such as Chilicola charizard and Binburrum zapdos.