FOR OVER THREE decades, the people most excited about Nvidia’s chips have been gamers. They used its graphics cards to render games in super-high definition. But over the last 15 years Nvidia has slowly established itself as the go-to provider of chips and software to the booming artificial intelligence space. Now it is investors that are paying attention—Nvidia’s market cap has almost tripled this year, briefly soaring above $1trn in late May.
三十年来，人们对Nvidia的筹码最兴奋的人一直是游戏玩家。他们使用其图形卡以超高的定义渲染游戏。但是在过去的15年中，Nvidia逐渐成为蓬勃发展的人工智能领域的筹码和软件提供商。现在，正是投资者正在关注 - NVIDIA的市值今年几乎增加了两倍，在5月下旬短暂飙升至1ttrn。
On this week’s podcast, hosts Alice Fulwood, Tom Lee-Devlin and Mike Bird explore the astonishing rise of Nvidia. The Economist’s Guy Scriven explains how the AI boom made the Californian chip maker into a $1trn company. Stacy Rasgon, an analyst at Bernstein Research, charts the company’s “30-year journey to overnight success” and Pierre Ferragu from New Street Research tells them that Google and Amazon have their sights on the chip market. Runtime: 43 min
在本周的播客中，主持人爱丽丝·富伍德（Alice Fulwood），汤姆·李·戴夫林（Tom Lee-Devlin）和迈克·伯德（Mike Bird）探索了Nvidia的惊人崛起。这位经济学家的家伙Scriven解释了AI繁荣如何使加利福尼亚芯片制造商成为一家$ 1TRN的公司。Bernstein Research的分析师Stacy Rasgon绘制了该公司的“ 30年过夜成功之旅”，而New Street Research的Pierre Ferragu告诉他们，Google和Amazon在芯片市场上都有目光。运行时：43分钟
