The Thinking Machine: How Jensen Huang Won the GPU War for NVIDIA
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The Thinking Machine: How Jensen Huang Won the GPU War for NVIDIA
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In this episode of Technovation, Peter High speaks with Stephen Witt, award-winning journalist and author of The Thinking Machine, which has been named Business Book of the Year by Financial Times. Witt writes about Jensen Huang’s improbable journey from near-bankruptcy in the 1990s GPU wars to leading NVIDIA at the center of the AI revolution. Witt unpacks how NVIDIA defeated nearly 70 competitors, why Huang began targeting “zero-billion-dollar markets,” and how CUDA became the backbone of modern AI.
Key highlights from the episode:
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How investing in zero-billion-dollar markets created durable platform advantage
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The emerging bull and bear cases for NVIDIA in robotics, edge computing, and global competition
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The strategic lessons NVIDIA extracted from surviving a 70-competitor GPU market
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Why operating with a constant “near-death” mindset shaped long-term execution discipline