The NVIDIA Story
The NVIDIA Story
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NVIDIA CEO's Survival Guide for the AI Era (Only One Thing is Needed) Jensen Huang: AI Will Make You Superhuman (Interview Highlights) The Emperor of the AI Empire, Jensen Huang, Predicts the Future (And What You Should Do) NVIDIA CEO on How to Survive the AI Era (Just One Thing) In the AI Era, Remember Just This One Thing Jensen Huang: AI Will Make You Superhuman
Whether you know it or not, the decisions of NVIDIA CEO Jensen Huang are shaping your future. AI, robotics, autonomous vehicles... at the heart of future technology beats the GPU he created. In a recent interview, he revealed everything about the past, present, and future of the AI era. As a PM with 6 years of experience in an AI startup, I will completely break down three key insights from his extensive interview that will directly impact your career, and the single piece of advice he offers to the younger generation.
The emperor of the AI empire, NVIDIA CEO Jensen Huang, said: How to survive in the AI era? It's not something grand. "Ask yourself how you can use AI better in your job." AI is not a threat, but the most powerful tool to make you superhuman.
Everyone, you know NVIDIA, right? I'm actually quite fond of investing. Personally, I hold some NVIDIA stock, and honestly, I can't believe it every morning when I check my account. Look at this graph. It's truly an unbelievable pace. It hit a $2 trillion market cap in March 2024, just three months later in June it hit $3 trillion, and now it's madly racing towards $4 trillion. It feels like just yesterday I was surprised by an article saying NVIDIA's market cap was similar to the entire KOSPI market cap of South Korea. Now, it has grown to be nearly twice the size of the entire South Korean stock market—KOSPI, KOSDAQ, and KONEX combined. What on earth is happening? In today's video, I'll explain everything about how this monster called NVIDIA was born, why it's growing so insanely fast, and what opportunities we should seize in this massive trend, shifting between the perspectives of an AI startup PM and an investor. First, NVIDIA, the Company That Became a God First, you need to grasp NVIDIA's current standing. A market cap of $4 trillion. That's about 5,500 trillion won. This is more than twice South Korea's annual GDP and enough to buy 15 Samsung Electronics. It's the first company in global corporate history to surpass $4 trillion. Not Apple, not Microsoft, not Google could do it. Why? There's only one reason: AI. To train AI and operate services like ChatGPT, high-performance AI semiconductors are essential. And the heart of those semiconductors is the GPU, or Graphics Processing Unit, made by NVIDIA. NVIDIA effectively holds a monopoly, with over 80% of this market. From a PM's perspective, this is just an insane moat. It's a structure where every company that wants to usher in the AI era must pay a toll to the single castle of NVIDIA. The bigger the AI market gets, the more money NVIDIA is bound to make. Second, a Monster Born from Failure: Jensen Huang's Leadership So how was NVIDIA able to build this formidable monopolistic empire? At its center is the Taiwanese-American immigrant CEO, Jensen Huang. In 1993, he founded NVIDIA with $40,000, but his first and second products failed miserably in succession, pushing the company to the brink of bankruptcy. From then on, NVIDIA's unofficial motto became, "Our company is 30 days from going out of business." This desperation was the driving force that led him to where he is today. He is still famous for his 'playing coach' leadership, personally staying up all night to revise presentation slides. A perfectionist who runs things on the ground and oversees everything. This is the first secret to how NVIDIA has always been able to stay one step ahead of the market. Third, the Great Pivot: From a Graphics Company to an AI Company The second secret is a bold pivot. In the early 2000s, NVIDIA was number one in the gaming graphics card market. It was a situation where anyone would have been satisfied and complacent. Then, Stanford researchers published a small paper showing that using GPUs could speed up AI training by tens of times. Most people ignored this small change. But Jensen Huang was different. He saw the future in this small paper. One evening, he sent an email to all employees. 'We are no longer a graphics company. From now on, we are an AI company.' And he began to invest heavily in a software platform called CUDA. CUDA is like an operating system that allows AI developers to use NVIDIA's GPUs more easily and powerfully. And CUDA only works on NVIDIA GPUs. This was a god-tier move. It completely locked the world's AI developers into NVIDIA's ecosystem. Conclusion: So, When Will This Bubble Burst? Of course, some are raising concerns about a bubble. They say it has risen too steeply. But from a PM's perspective, this may not be a simple bubble. NVIDIA is already deeply involved in the next era's growth engines, like humanoid robots and autonomous vehicles. The AI wave has just begun, and the surfboard needed to ride that wave is exclusively supplied by NVIDIA. One analyst predicts that NVIDIA's market cap will surpass $5 trillion within 18 months. As a personal investor and a PM in the heart of the AI industry, I have yet to find a reason not to ride this massive wave. This is Part 2. From now on, I'll cover it from my channel's original perspective! Everyone, this person you're looking at is Jensen Huang. The CEO of NVIDIA. Whether you know it or not, his decisions right now are shaping your future. AI, robotics, autonomous vehicles, new drug development... at the heart of almost every technology we call the future, beats the semiconductor he created, the GPU. In a recent interview, he revealed everything about where the AI era began, where it is now, and where it's headed. In today's video, I will completely break down three key insights from his extensive interview that will directly impact your career and business, and the single piece of advice he offers to the younger generation. First, all innovation starts from seemingly useless places. How did NVIDIA build its current empire? It surprisingly started with video games. In the early 1990s, Jensen Huang focused on parallel processing—the simple, repetitive calculations that make up 99% of computer programs. And he determined that the place that needed this technology the most was the video game market, which had to render 3D graphics. At the time, it was a 'useless' market that no one paid attention to. But he was convinced that video games would become the largest entertainment market in human history, and he created the best parallel processing unit, the GPU, for that market. His prediction was spot on. The video game market grew explosively, and NVIDIA became its ruler. And in 2012, an AI model called AlexNet made history by using that very gaming GPU, a watershed moment in AI. From a PM's perspective, this teaches us a huge lesson. A massive opportunity to change the future might be hidden in a seemingly useless technology or market that doesn't seem profitable right now. Innovation always starts at the fringes. Second, technology makes time travel possible. Jensen Huang calls the GPU a time machine. What does this mean? A quantum chemistry scientist once told him, 'Jensen, thanks to your technology, I can now finish my life's work within my lifetime.' This is time travel. Simulations that used to take years on a supercomputer can now be shortened to days or hours with a GPU. We can now see and simulate the future at a speed previously unimaginable, in areas like new drug development, climate change prediction, and autonomous vehicle simulations. This isn't just about work getting done faster. It means that the cost and time of failure have been dramatically reduced, opening an era where we can take on bolder and more creative challenges. Productivity gains in the AI era are directly linked to the ability to gain time. Third, everything will become a robot. Jensen Huang asserts: Everything that moves will one day be a robot, and that day is coming soon. The robots he talks about are not limited to factory arms or autonomous cars. They range from lawnmowers to personal assistants like R2-D2 that will grow with us throughout our lives. So how do these robots get smart? In virtual worlds called Omniverse and Cosmos. In the past, robots had to be trained in the real world. It was time-consuming, dangerous, and expensive.
Conclusion: Jensen Huang's Single Piece of Advice So, in this era of tremendous change, what should we prepare for? Jensen Huang's advice is surprisingly simple: 'Ask yourself how you can use AI better in your job.'
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Originally published on YouTube: 11/4/2025