The Thinking Machine: How Jensen Huang Won the GPU War for NVIDIA
Podcast: Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)Published On: Thu Mar 05 2026
Description: In this episode of Technovation, Peter High speaks with Stephen Witt, award-winning journalist and author of The Thinking Machine, 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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