How Nvidia Built a Competitive Moat Around A.I. Chips
Summary
Naveen Rao, a neuroscientist turned tech entrepreneur, once tried to compete with Nvidia, the world’s leading maker of chips tailored for artificial intelligence. At a start-up that was later bought by the semiconductor giant Intel, Mr. Rao worked on chips intended to replace Nvidia’s graphics processing units, which are components adapted for A.I. On Wednesday, Nvidia — which has surged past $1 trillion in market capitalization to become the world’s most valuable chip maker — is expected to confirm those record results and provide more signals about booming A.I. He announced software technology called CUDA that helped program the GPUs for new tasks, turning them from single-purpose chips to more general-purpose ones that could take on other jobs in fields like physics and chemical simulations. That same year, Nvidia, which typically sold chips or circuit boards for other companies’ systems, also began selling complete computers to carry out A.I.