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cover of episode Inside Nvidia’s “Thinking Machine”

Inside Nvidia’s “Thinking Machine”

2025/4/19
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Motley Fool Money
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Stephen Witt
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Stephen Witt: 我认为，如果没有英伟达，至少以其目前的形式，人工智能就不存在。黄仁勋及其团队在90年代就预见到了对3D图形渲染的无限需求，这种对无限计算能力的需求也同样存在于人工智能领域。英伟达的成功在于持续寻找具有无限需求的应用领域，并及时抓住人工智能这一机遇。黄仁勋的驱动力源于焦虑，他害怕英伟达失败，这种焦虑也塑造了他的管理风格。AI工厂已经成为现实，它们是大型数据中心，里面装满了英伟达的GPU，用于处理AI请求并生成结果。这些工厂是无人的、高度自动化的，代表着人工智能的未来。关税对英伟达来说是一个巨大的商业风险，会影响其利润率，但英伟达有能力承受一定程度的利润下降。黄仁勋最担心的是中国厂商会复制英伟达的技术，这促使英伟达必须保持技术领先地位。我对人工智能和写作的未来有了新的认识，未来书籍可能会成为一种可查询的知识库，根据读者的需求动态生成内容。 Andy Cross: (没有在转录本中提供足够的论据来构建200字以上的核心论点) Jose Najarro: (没有在转录本中提供足够的论据来构建200字以上的核心论点)

Deep Dive

Chapters
This chapter delves into the driving force behind Jensen Huang, Nvidia's CEO. It explores his anxieties about the company's success and how this fear motivates his leadership style, impacting his interactions with employees and others in the industry.
  • Jensen Huang's leadership is driven by anxiety and a fear of failure.
  • His intense personality sometimes manifests as anger.
  • His motivation stems from negative emotions, pushing him to constantly strive for improvement.

Shownotes Transcript

“AI wouldn’t exist without Nvidia, at least not in its current form.”

So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:

  • What Jensen Huang is afraid of.

  • Whether anything can stop the current capex cycle.

  • Where Nvidia’s next $3 trillion in market cap could come from.

The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media)

Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM

Hosts: Andy Cross, Jose Najarro

Guest: Stephen Witt

Producer: Mac Greer, Mary Long

Engineer: Rick Engdahl, Austin Morgan

Learn more about your ad choices. Visit megaphone.fm/adchoices)