Intel, a powerful competitor, began to compete with Samsung in August. On August 27, the total market value reached US$311.6 billion, ranking third after TSMC and Samsung among global semiconductor companies.
Nvidia’s rapid development in the AI field is inseparable from Jensen Huang, who is known as “CEO who always wears a leather jacket”. Huang Renxun founded Nvidia in 1993, starting from the GPU that enables smooth display of game images, creating a semiconductor company with a unique business model.
Nvidia not only provides semiconductor chips, but also establishes a basic system including software. If AI semiconductors are delivered directly, only a part of researchers can use them proficiently. Nvidia has also developed software that allows more people to use semiconductor performance.
Taking the application of computed tomography (CT) image analysis as an example, Nvidia has developed software that can visualize the scan results, thereby lowering the barriers for the introduction of semiconductors. As a rival semiconductor company, even if it develops software to drive semiconductors, it will not develop software for customers.
Nvidia CEO Huang Renxun (data map)
Although the business model is very unique, it is like its own DNA for Nvidia, a native of CG (computer graphics). In order for game developers and video makers with artist temperament to use GPU, it is necessary to provide a software environment. It is natural for Nvidia to adopt the same method when exploring in the AI field.
Huang Renxun’s discrimination ability
In the rapidly changing semiconductor industry, it is necessary to have the ability to identify technologies to identify winning growth markets. At this point, Huang Renxun’s “yellow” leadership ability played an important role.
