I think this undersells the story. NVidia's success is built on innovating and scaling for 20 years. Vastly oversimplifying it: - CUDA conception in 2006 to bu

I think this undersells the story. NVidia's success is built on innovating and scaling for 20 years. Vastly oversimplifying it: - CUDA conception in 2006 to build super computers for scientific computing. - CUDA influencing CPU designs to be dual purpose, with major distinction of RAM amounts (for scientific compute you need a lot more RAM compared to gaming) - Crypto craze driving extreme consumer GPU demand which enabled them to invest heavily into RND and scale up production. - AI workload explosion arriving right as the crypto demand was dying down. - Consistently great execution, or at least not making any major blunders, during all of the above.