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Rolof Bozan

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  1. Sequoia Capital39 min

    Nvidia ft. Jensen Huang - An overnight success story 30 years in the making

    Jensen Huang, Mark Stevens, Andrew Ng, Rolof Bozan, Chris Malachowski, Alfred Lin

    Founded in 1993 by Jensen Huang and colleagues as a bet on the zero-value 3D graphics market, Nvidia survived a near-bankruptcy crisis in 1995 by abandoning a lucrative Sega contract to pursue the industry-standard inverse texture mapping architecture. This strategic pivot, combined with a disciplined "first-shot" engineering methodology that delivered the successful RIVA 128 chip, allowed the company to introduce the first programmable GPU and later dominate the emerging artificial intelligence sector through its CUDA software ecosystem. Today, Nvidia's trajectory follows "Huang's Law," leveraging its hardware and software infrastructure to drive a compounding exponential future across AI, digital twins, and scientific simulation.