tae kim
@firstadopter
THE NVIDIA WAY book author. Senior writer at Barron’s. Priors: Bloomberg Opinion tech columnist. taeauthor@gmail dotcom. Amazon link to my Nvidia book below
Happy THE NVIDIA WAY book release day for all who celebrate!
Yes, I have heard of this company
Heard of Nvidia? Here’s why you should pay attention, @adamlashinsky writes. wapo.st/44EmxtV
Meta 1 million, OpenAI 1 million then 2 million. Don't underestimate the scale of these deployments. Llama 3 was trained on 16,000 Nvidia H100 GPUs
OpenAI: "Together with our Stargate I site in Abilene, Texas, this additional partnership with Oracle will bring us to over 5 gigawatts of Stargate AI data center capacity under development, which will run over 2 million chips"
OpenAI: "Together with our Stargate I site in Abilene, Texas, this additional partnership with Oracle will bring us to over 5 gigawatts of Stargate AI data center capacity under development, which will run over 2 million chips"
Based on the thread, books referenced and counts: Shoe Dog: 10 The NVIDIA Way: 4 Creativity, Inc.: 3 Pour Your Heart Into It: 3 The ASML Way: 3 The Everything Store: 3 Super Pumped: 2 Railroader: 2 Prophets of War: 2 Built from Scratch: 2 Who Is Michael Ovitz: 2 Everybody…
Oh snap
Btw as an aside, we didn’t announce on Friday because we respected the IMO Board's original request that all AI labs share their results only after the official results had been verified by independent experts & the students had rightly received the acclamation they deserved
Just finished Kim Tae's brilliant book The Nvidia Way. Even when Nvidia was valued in the billions, Huang would constantly stress to his employees they were "30 days away from going out of business".
Nvidia is in the midst of an incredible compute paradigm shift that is a ramp unprecedented in history, yet the vast majority of mainstream media is completely missing the story. $7 billion to $44 billion in 8 quarters.
Full @CNBC interview with my latest thoughts on Nvidia $5 trillion, why is AI underhyped and the importance of Jensen's leather jacket indicator at the White House. Thank you @KellyCNBC for having me on again.
Nvidia's revenue opportunity from Meta alone is bonkers. Absolutely bonkers.
"We’re all in on this,” Mark Zuckerberg said in an interview with The Information, repeatedly saying Meta will do “whatever it takes” to win the AI race.
At the beginning of 2025, I predicted AI compute demand would boom due to the demand drivers of reasoning models, agents, and multi-modal. Not the worst!
What are the best books written about a single company, where the company is still in its heyday (think Apple in China, the NVIDIA Way, etc)?
"GPT-5 soon"
8/N Btw, we are releasing GPT-5 soon, and we’re excited for you to try it. But just to be clear: the IMO gold LLM is an experimental research model. We don’t plan to release anything with this level of math capability for several months.