英伟达，我命由天不由我

Core Viewpoint - The article discusses the journey of NVIDIA and its CEO Jensen Huang, highlighting the challenges faced and the strategies employed to achieve success in the competitive GPU market, particularly in the context of AI advancements. Group 1: NVIDIA's Financial Performance - After the release of its financial report, NVIDIA's stock dropped over 8% on two separate days, resulting in a market value loss equivalent to two Xiaomi companies, despite exceeding revenue expectations with a profit growth of 80% [3][4]. - NVIDIA's revenue is compared to four Moutai liquors, indicating substantial financial performance [3]. Group 2: Jensen Huang's Leadership Style - Jensen Huang is portrayed as a charismatic yet ruthless leader, known for his demanding management style, including public humiliation of employees during project failures [5][6]. - Huang's approach to competition includes aggressive tactics such as poaching talent from rivals and engaging in legal battles to undermine competitors [6][8]. Group 3: Strategic Decisions and Failures - NVIDIA faced significant challenges, including failed ventures in mobile devices and the acquisition of Icera, which did not yield expected returns [15][16]. - The company was pressured by Starboard Value to cut unprofitable projects, leading to a focus on profitable ventures and ultimately boosting stock prices [16][17]. Group 4: Resilience and Adaptation - Huang's ability to adapt to failures is emphasized, showcasing how he pivoted from unsuccessful strategies to capitalize on emerging opportunities, such as the development of the CUDA platform [18][20]. - The article highlights Huang's commitment to CUDA despite external pressures, recognizing its long-term potential for scientific applications [20][21]. Group 5: NVIDIA's Competitive Advantages - NVIDIA's current market dominance is attributed to three main advantages: strong GPU technology, the CUDA platform, and the acquisition of Mellanox, which enhances data throughput capabilities [25][26][27]. - The article notes that NVIDIA's foresight in AI and computing power has positioned it uniquely in the market, allowing it to outpace competitors [30][31].