Earlier quoted context omitted.
to their credit, there was a lot of work behind "luck". Jensen showed up in person in 2017 in NEURIPS and he and likely a lot of his top brass basically sat down and read the entire conference proceedings/abstracts; there was likely a lot of work behind the scenes to behind the ML research pivot.
Yeah, The NVIDIA Way goes into a lot of detail on how and why the pivot from graphics to AI happened. This is a prime example of “you make your own luck.” Jensen engineered an organization that was primed to recognize and pounce on the next big thing, and it ended up being AI. But they saw it coming WAY in advance (like 2011/2012, not 2017) because they were explicitly on the lookout.
e.g.: previous crypto hype-cycle
https://www.pcgamer.com/nvidia-cmp-graphics-card-availabilit...