Nvidia’s AI lead pushed it to become a $1 trillion company, while its H100 chips are so in demand they can be used as collateral even as the next-gen Nvidia GH200 sits on the horizon. Now the New York Times describes how it’s established a monstrous lead over other chipmakers, extending a victory tour of editorial recounting Nvidia “hand-delivering processors to Elon Musk and Sam Altman,” how it started in a Denny’s, and CEO Jensen Huang’s SIGGRAPH keynote outlining its decision to focus on AI.
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