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The full story of NVIDIA from Jensen Huang founding it in 1993 at a Denny's to becoming the most important company in the AI revolution. How a gaming GPU company bet everything on CUDA and parallel computing, creating the platform that AI was eventually built on.
Canon
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NVIDIA invested billions in CUDA starting in 2006 when nobody wanted it. By creating a free parallel computing platform, Jensen reshaped the computing environment so that when AI arrived, NVIDIA GPUs were the only viable option. Environment design at civilizational scale.
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NVIDIA got lucky that deep learning happened. But they got lucky because they had spent 15 years building the platform that deep learning needed. Jim Collins's return-on-luck: the luck is the same for everyone, what differs is the preparation.