Nvidia(US:NVDA) 3 6 Ke·2025-12-04 09:05Group 1: Company History and Challenges - Nvidia was founded in 1993 with the goal of "creating new computing ways" and initially partnered with Sega to develop game console chips, which provided the initial funding for the company [1] - The company faced a major crisis in mid-1995 when it chose the wrong technology paths in texture mapping, graphics modeling, and architecture design, putting it in a dire situation [2] - Nvidia managed to survive by convincing Sega to convert a remaining contract payment of $5 million into an investment, which helped keep the company afloat [3] - When funds were running out, Nvidia acquired inventory from a bankrupt company to complete chip development, ultimately leading to significant success and rapid growth [4] - Nvidia differentiated itself in the 3D graphics field by hardcoding core requirements into chips and focusing on a single application scenario, allowing it to stand out among competitors [5] Group 2: Entry into AI and Technological Innovations - Nvidia entered the AI field in 2012 when a team used Nvidia GPUs to train a neural network, which sparked the modern AI revolution [6] - The first DGX-1 supercomputer was developed with significant investment, and although it initially received no orders, it later became a key product for AI applications [8] - Nvidia's GPUs, designed for gaming, provided the necessary parallel processing power that became foundational for deep learning and AI applications [9] - The introduction of CUDA technology, despite initial skepticism, ultimately transformed the AI landscape and significantly increased Nvidia's market value [10] Group 3: AI Development and Future Predictions - The company believes that AI development will be gradual rather than sudden, with a focus on safety and responsible use of increased computational power [10] - In the next decade, AI energy consumption is expected to become negligible due to advancements in computing performance, which has improved by 100,000 times over the past decade [15][17] - Nvidia predicts that small nuclear reactors will emerge in the next six to seven years to address energy needs for AI development [16] - The company asserts that AI will not eliminate jobs but will replace specific tasks, leading to the creation of new roles and a reduction in the technology gap [19][20] - Historical evidence suggests that AI tools, like ChatGPT, will democratize technology access, allowing more people to benefit from advancements without needing extensive technical knowledge [20]