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In this episode of Technovation, Peter High speaks with Stephen Witt, award-winning journalist and author of The Thinking Machine, which has been named Business Book of the Year by Financial Times. Witt writes about Jensen Huang’s improbable journey from near-bankruptcy in the 1990s GPU wars to leading NVIDIA at the center of the AI revolution. Witt unpacks how NVIDIA defeated nearly 70 competitors, why Huang began targeting “zero-billion-dollar markets,” and how CUDA became the backbone of modern AI.
Key highlights from the episode:
How investing in zero-billion-dollar markets created durable platform advantage
The emerging bull and bear cases for NVIDIA in robotics, edge computing, and global competition
The strategic lessons NVIDIA extracted from surviving a 70-competitor GPU market
Why operating with a constant “near-death” mindset shaped long-term execution discipline
By Metis Strategy4.8
7373 ratings
In this episode of Technovation, Peter High speaks with Stephen Witt, award-winning journalist and author of The Thinking Machine, which has been named Business Book of the Year by Financial Times. Witt writes about Jensen Huang’s improbable journey from near-bankruptcy in the 1990s GPU wars to leading NVIDIA at the center of the AI revolution. Witt unpacks how NVIDIA defeated nearly 70 competitors, why Huang began targeting “zero-billion-dollar markets,” and how CUDA became the backbone of modern AI.
Key highlights from the episode:
How investing in zero-billion-dollar markets created durable platform advantage
The emerging bull and bear cases for NVIDIA in robotics, edge computing, and global competition
The strategic lessons NVIDIA extracted from surviving a 70-competitor GPU market
Why operating with a constant “near-death” mindset shaped long-term execution discipline

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