Dive deeper into the world of technology with Unpacked, where every week, Viggy Balagopalakrishnan [https://www.linkedin.com/in/vigneshbalagopalakrishnan/] & James Watterson [https://www.linkedin.com/in/james-watterson-342bb349/] bring you more than just news. They dissect the layers of tech company strategies, product updates, AI developments, and policy shifts with a critical eye. Built on the belief that informed opinions are shaped by understanding the full story, Unpacked delivers research-driven insights, free from surface-level summaries and one-sided opinions.
With their extensive experience in building technology products, our hosts offer listeners a unique perspective on the 'how' and 'why' behind the latest tech news. Follow Unpacked for a no-frills, nuanced conversation on the most pressing tech topics of our time.
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Dive deeper into the world of technology with Unpacked, where every week, Viggy Balagopalakrishnan [https://www.linkedin.com/in/vigneshbalagopalakrishnan/] & James Watterson [https://www.linkedin.com/in/james-watterson-342bb349/] bring you more than just news. They dissect the layers of tech company strategies, product updates, AI developments, and policy shifts with a critical eye. Built on the belief that informed opinions are shaped by understanding the full story, Unpacked delivers research-driven insights, free from surface-level summaries and one-sided opinions.
With their extensive experience in building technology products, our hosts offer listeners a unique perspective on the 'how' and 'why' behind the latest tech news. Follow Unpacked for a no-frills, nuanced conversation on the most pressing tech topics of our time.
NVIDIA Explained: Origins, GPUs and AI stock bump | EP8
Unpacked Podcast - Weekly Tech Deep Dive
47 minutes
1 year ago
NVIDIA Explained: Origins, GPUs and AI stock bump | EP8
NVIDIA has seen their valuation 5x over the last 5 years and is now worth more than $2 trillion. This week, we dive a few layers deep into the company. We start with the origin of the company and the launch of their first GPU in 1999 which unlocked several computing-heavy applications including gaming and video editing. We then talk about the NVIDIA of today that generates 78% of revenue from their AI-focused data center business (compared to 40% in 2021). Finally, we analyse what assumptions need to be true for the company's high valuation to hold up including long-term AI demand and competitive landscape.
Bonus - Viggy & James share their non-financial analyst takes on whether they'd buy the stock today.
Follow us and join the conversation - every week, we provide research-based deep dives on the latest news, company strategies and trends in tech.
Timestamps:
(00:00) Introduction
(01:28) Tee up - NVIDIA hype and steep stock growth
(03:18) Company origins, first GPU launch, why GPUs matter, what is CUDA architecture, and use cases like gaming unlocked by GPUs
(14:19) NVIDIA business units today, explosive growth in data center revenue driven by AI, valuation, revenue multiples compared to peers
(21:04) Is there steep AI demand long term, GPU need for model training & inference
(33:45) Competitors, cloud providers making chips, can NVIDIA hold market share long term
(44:25) Non-financial analyst takes - will Viggy and James buy the stock today?
Unpacked Podcast - Weekly Tech Deep Dive
Dive deeper into the world of technology with Unpacked, where every week, Viggy Balagopalakrishnan [https://www.linkedin.com/in/vigneshbalagopalakrishnan/] & James Watterson [https://www.linkedin.com/in/james-watterson-342bb349/] bring you more than just news. They dissect the layers of tech company strategies, product updates, AI developments, and policy shifts with a critical eye. Built on the belief that informed opinions are shaped by understanding the full story, Unpacked delivers research-driven insights, free from surface-level summaries and one-sided opinions.
With their extensive experience in building technology products, our hosts offer listeners a unique perspective on the 'how' and 'why' behind the latest tech news. Follow Unpacked for a no-frills, nuanced conversation on the most pressing tech topics of our time.
