The way it’s meant to be played

I hope you know this isn’t a concert. You have arrived at a developer’s conference.

That line, delivered by Jensen Huang, CEO of Nvidia, in a viral reel, wasn’t just witty; it was seismic. The crowd roared like they were at a rock show, but they were there for chips, code, and computers. That moment made me pause. What kind of company commands that kind of energy from developers? Curiosity turned into obsession. And I found a story that’s not just about tech, it’s about vision, grit, and rewriting the rules of innovation.

Founded in 1993, Nvidia started out building 3D graphics cards for gamers. Back then, gaming was dismissed as a niche. Nvidia didn’t just bet on it; they built the market from scratch. Their first few chips flopped. They were nearly bankrupt. But they kept going. In 1999, they launched the GeForce 256, the world’s first GPU, and changed computing forever.

Fast forward to today: Nvidia isn’t chasing dominance. They are dominance.

While AMD and Intel continue to compete in GPUs and AI chips, and Qualcomm pushes boundaries in mobile AI, none have matched Nvidia’s gravitational pull on the developer ecosystem. In 2025, Nvidia isn’t just ahead, it’s defining the race itself.

Their chips now power everything from AI models like ChatGPT to autonomous vehicles, supercomputers, and drug discovery. In Q4 FY2025, almost 88% of Nvidia’s revenue came from data centers, not gaming. Their market cap crossed $4.2 trillion, making them the most valuable company in the world, surpassing Apple and Microsoft. But Nvidia didn’t wait for AI to become mainstream. A full decade before ChatGPT, they were already pivoting toward accelerated computing. They created CUDA, an environment that allows developers to code GPUs for applications beyond graphics. Consider CUDA to be a translator that allows GPUs to communicate in the vocabulary of AI, science, and simulation, not just graphics. It’s like converting a gaming console into a laboratory. This move created a network effect, and millions of developers now build on Nvidia’s ecosystem.

Jensen Huang’s philosophy? “Bet on zero-billion-dollar markets.”

They didn’t follow trends; they created them.

And now, they’re shaping the future of work itself. Huang recently said, “IT will become the HR of AI agents.” Companies won’t just manage people; they’ll manage fleets of digital coworkers. Nvidia’s chips will be the brains behind them.

So, what’s next?

At GTC 2025, Nvidia unveiled the Blackwell Ultra GPU, delivering up to 40x the performance of its predecessor, Hopper. These chips are designed to handle the scale and complexity of reasoning and agentic AI, ushering in a new era of intelligent systems. They also introduced the Vera Rubin architecture, slated for 2026. They announced a rhythm of annual infrastructure upgrades that will redefine AI scalability.

Nvidia’s ambitions now stretch into quantum computing. They’re building a dedicated research lab in Boston to explore hybrid quantum-accelerated systems. And in robotics, their Isaac and Cosmos platforms are powering the rise of physical AI, a billion-dollar opportunity that could transform manufacturing, logistics, and healthcare. Even consumer AI is getting a boost. Nvidia’s DGX Spark desktop supercomputer, capable of 1,000 trillion operations per second, brings AI development to researchers and businesses alike.

From generative AI to climate modelling, personalised medicine to industrial automation, Nvidia is no longer just a chipmaker. They’re the infrastructure of the next industrial revolution.