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Discover how NVIDIA transformed from a failing graphics card startup to a $4 trillion AI infrastructure empire in this deep-dive documentary. Learn about Jensen Huang's contrarian bets, NVIDIA's revolutionary CUDA platform, and whether their dominance can withstand competition from tech giants. Time Stamps⏱️ 0:00 Introduction 2:15 Jensen Huang's Early Life & Immigration Story 5:10 Nvidia's Founding: The Famous Denny's Pitch 6:35 Why Nvidia Nearly Went Bankrupt 7:55 How Jensen Huang's Bet Saved Nvidia 10:19 RIVA 128: Nvidia's First Major Success 11:50 Nvidia & TSMC: The Partnership That Changed Everything 13:40 The Failed AMD Merger Attempt 15:16 CUDA: Nvidia's Billion Dollar Gamble 17:28 2008 Crisis: Nvidia Stock Crashes 80% 17:45 Nvidia's Mobile Phone Market Failure 18:35 AlexNet Breakthrough: How AI Saved Nvidia 20:14 ChatGPT Era: Nvidia's Data Center Dominance 21:18 Nvidia's Unbreakable Competitive Moat 23:00 Big Tech vs Nvidia: The AI Chip Wars Key Topics Covered: NVIDIA's near-bankruptcy crisis and the RIVA 128 turnaround Jensen Huang's journey from Taiwanese immigrant to tech visionary The CUDA gamble: 6 years and hundreds of millions with zero revenue NVIDIA's business model: how they monetize a free software platform AlexNet breakthrough and the AI revolution Data center GPUs: the $20-30K chips powering ChatGPT and autonomous vehicles NVIDIA stock performance and market dominance Competition from AMD, Google TPUs, Amazon Trainium, and Microsoft's custom chips Why NVIDIA's ecosystem creates an unbreakable moat The future of AI infrastructure and semiconductor competition What You'll Learn: From the 1993 Denny's meeting to today's $4 trillion valuation, this documentary explores NVIDIA's business strategy, technological innovations, and the CUDA platform that locked in millions of developers. Understand how NVIDIA went from gaming GPUs to powering the entire AI revolution—and whether Amazon, Google, and Microsoft can break their stranglehold on AI infrastructure. Perfect for investors following NVIDIA stock (NVDA), tech enthusiasts interested in AI hardware, or anyone fascinated by Silicon Valley's most dramatic turnaround stories. Passage of Time' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Discovery' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Signal to Noise' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au #nvidia #jensenhuang #businessstrategy #businesscasestudies #deeplearning #techhistory #businessdocumentary