Nvidia, unpacked.

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More info and sources at bottom.

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Recommend of course is Nvidia and the Nvidia GTC, which is a 2 hour trip:
   • GTC March 2024 Keynote with NVIDIA CE...  

This video really really really stands on the shoulders of @AcquiredFM . They have about 10 hours of NVidia stuff that you'll love, including an interview with Jensen. You can listen to it on Podcast platforms as well.

Check out Stratechery too! https://stratechery.com/2024/nvidia-w...

Here’s that Reuters article: https://www.reuters.com/technology/be...

Once again, Harvard case studies (one is actually from Stanford I think) saved the day. These are just helpful for a grounding and some of the numbers and stats I used in the video. 9 bucks each though! That’s why it’s business school I guess.

https://store.hbr.org/product/taiwan-...

https://store.hbr.org/product/nvidia-...

Chip chopsticks haha (affiliate link, this is how I make my millions): https://amzn.to/3vS0LnH

NVidia obviously has their annual reports on their site, but it’s easiest to get them and read here:
https://archive.org/details/01.-nvidi...