This podcast episode explores the history and impact of NVIDIA and the unlikely origin story of Taiwan's advanced chip making industry through the lives of Jensen Huang and Morris Chang. It highlights how NVIDIA's early focus on AI and machine learning, coupled with their CUDA software development framework, positioned the company as a key player in the field. The episode also discusses the influence of AlexNet on AI research and the profitability of image classification systems in social media. Additionally, it delves into Morris Chang's journey in shaping the global chip industry and the founding and growth of Taiwan Semiconductor Manufacturing Company (TSMC). The significance of TSMC for global supply chains and the concerns of US lawmakers regarding domestic chip manufacturing are also explored.
