‘The Nvidia Way’ author Tae Kim: Jensen Huang always positions Nvidia ahead of the next big trend

Company Performance - Nvidia's revenue has seen a historic ramp, growing from approximately $7 billion per quarter two years ago to $44 billion in just eight quarters [2][3] - The company is generating significant free cash flow and earnings [3] Market Position and Strategy - Nvidia holds a dominant market position in the new AI hardware computing paradigm, similar to leaders in previous computing shifts like PCs, internet, mobile, and cloud [4] - Jensen Wong possesses a unique combination of business acumen and technical expertise, enabling Nvidia to anticipate and position itself ahead of major technology shifts [6] - Nvidia consistently positions itself with the right technology at the right time, exemplified by the transformer engine inside the Hopper GPU released before ChatGPT [7] - Nvidia's Blackwell GPU offers 50 times the inference performance of the previous Hopper GPU, coinciding with a surge in AI computing demand [8] AI Technology and Trends - Reasoning models represent a major advancement in AI, taking minutes to research and provide higher quality answers [8][10][11] - Open AI's weekly active users increased from 300 million to 500 million in just a few months, driven by reasoning models [10] - Anthropic's annual revenue run rate has quadrupled in the last three months, indicating rapid growth in the AI sector [10]