And 2017 was _late_ in their pivot. They'd been active for much, much longer. Last winter break I sat down to watch every GTC keynote, going back to 2009[1]. Even then, he's talking about expanding to non-graphics workloads. Google's GPU paper[2] just slotted naturally into their existing narrative and were happy to support it. "fortune favors the prepared" as they say.
reply[1]: https://www.youtube.com/watch?v=fYuH2Kl_b98 [2]: https://scholar.google.com/citations?view_op=view_citation&h...
Yeah, The NVIDIA Way goes into a lot of detail on how and why the pivot from graphics to AI happened. This is a prime example of “you make your own luck.” Jensen engineered an organization that was primed to recognize and pounce on the next big thing, and it ended up being AI. But they saw it coming WAY in advance (like 2011/2012, not 2017) because they were explicitly on the lookout.
reply> an organization that was primed to recognize and pounce on the next big thing
replye.g.: previous crypto hype-cycle
https://www.pcgamer.com/nvidia-cmp-graphics-card-availabilit...
Crypto was a stupid fad, but Nvidia certainly made a lot of money, so being a vendor to a fad is not stupid.
replyWhich makes it a Exempli gratia of "an organization that was primed to recognize and pounce on the next big thing." In addition, they also recognized early on some of the weaknesses of crypto-mining as an industry and limited their exposure while making a pivot to the next thing.
replyAlexNet was 2012 and they explicitly called out the use of NVidia GPUs
reply