by 投脑煎蛋
我知道大家只是没有好鞋穿，而不是不想穿鞋，在这个商业世界中，每个人都应该穿上光亮的鞋，具备行走江湖的基本知识和案例。
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Publishing Since
7/6/2024
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July 29, 2024
<p>详细文字版本：</p><p>上篇<a href="https://mp.weixin.qq.com/s?__biz=MzU3MzgxMjk5NQ==&mid=2247484594&idx=1&sn=b5f13ff06fc731fee40cef170555155d&chksm=fd3abcdeca4d35c8389e09c45f1182483c87b03641dceb293363bf552436667cc23e90292128&token=626166073&lang=zh_CN#rd">《英伟达1993-2006|GPU之王的登基之路》</a></p><p>下篇<a href="https://mp.weixin.qq.com/s?__biz=MzU3MzgxMjk5NQ==&mid=2247484759&idx=1&sn=d4eb64fa2a00817611db34cd16809edf&chksm=fd3abd3bca4d342dce9ed0c9a0fc8823299dc2eaceed7150e0eef10559ca8a9771194ed8df34&token=626166073&lang=zh_CN#rd">《英伟达AI时代|一次成功转身就足以市值登顶》</a></p><p>午夜主包投脑煎蛋的微信公众号：投脑煎蛋</p><p>（Brain-egg）</p><p>Ponge的微信公众号：Yestoday</p><p>（yestodaynotyesterday）</p><p>00:30 Rapper煎蛋登场</p><p>02:30 2000年之后的英伟达</p><p>04:20 老黄清晰的开发者生态逻辑</p><p>08:30 2003年，CUDA之父——秃头少年伊恩·巴克登场</p><p>23:20 AI教母李飞飞真人出镜</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjBSTk5ZVDJKSERCeWs1cjhOQjNQa2JjN3pyM0NtSkhadmY5ZDdmbDM2ZnFSR3dpYW40bUdhMjBuamliT1ZGOFpQYTNXYnU3NUlTWUJ2dy82NDA_d3hfZm10PXBuZyZmcm9tPWFwcG1zZyZ0cD13ZWJwJnd4ZnJvbT01Jnd4X2xhenk9MSZ3eF9jbz0x"/></p><p>24:45 2012年，AlexNet携卷积神经网络登场</p><p>31:10 2013年，吴恩达为CUDA建立底层算法</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjBSTk5ZVDJKSERCeWs1cjhOQjNQa2JiODRZOWM0TDNPNTBHNkRWanRST3MyMlk0QXJmTlBQNGptWkU2TGtsRDlQQ21WM2liWWdFZER3LzY0MD93eF9mbXQ9cG5nJmZyb209YXBwbXNnJnRwPXdlYnAmd3hmcm9tPTUmd3hfbGF6eT0xJnd4X2NvPTE="/></p><p>37:10 2014年，加密货币助推英伟达GPU销售</p><p>43:20 2015年，OpenAI成立</p><p>47:10 2018年，马斯克与OpenAI决裂真相</p><p>49:20 2022年11月30日，ChatGPT诞生，“这一刻全世界都听到了人工智能的声音”！</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjE0Nk41bXdnTU04ekNiMXhQM0xNYWlhMkdldlZHYWNnMEJIb2Y4b01tamNFbmlheUZ1MG5hamlhcE9TRFptQ1BNbmpCOTlIbURGcXJEQ0EvNjQwP3d4X2ZtdD1wbmcmZnJvbT1hcHBtc2cmdHA9d2VicCZ3eGZyb209NSZ3eF9sYXp5PTEmd3hfY289MQ=="/></p><p>51:35 英伟达的人工智能数据中心业务</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjE0Nk41bXdnTU04ekNiMXhQM0xNYWlhM0hMTk5EM2hESm9kWk1xaWNhSGZRSTUyeG1VWVFHVE1rOWpVcGVudVJLNEJlVDZRaWNpYWxOWkFBLzY0MD93eF9mbXQ9cG5nJmZyb209YXBwbXNnJnRwPXdlYnAmd3hmcm9tPTUmd3hfbGF6eT0xJnd4X2NvPTE="/></p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X2pwZy8xS2liMGJJRnpYMjBSTk5ZVDJKSERCeWs1cjhOQjNQa2JBelRrZzQ5V2NYbmFpYVU5UEJwVXlSUGRWWDhKdVAxaHZIUVY3Y1p1dHlDN2liYzhDUmVaVUVjZy82NDA_d3hfZm10PWpwZWcmZnJvbT1hcHBtc2cmdHA9d2VicCZ3eGZyb209NSZ3eF9sYXp5PTEmd3hfY289MQ=="/></p><p>附英伟达经营数据</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjE0Nk41bXdnTU04ekNiMXhQM0xNYWlhWmljQmN6M2ljRmRiaHIxVHZyaWJiTWtkc1dTRjFnRHNGaWF5bVNMZTJVeW4wQ1pjR2liNUQzNXNXZUEvNjQwP3d4X2ZtdD1wbmcmZnJvbT1hcHBtc2cmdHA9d2VicCZ3eGZyb209NSZ3eF9sYXp5PTEmd3hfY289MQ=="/></p><p>图中的财年按英伟达的年报为准，例如2024财年实际始于2023年2月1日——截止2024年1月31日。数据单位：亿美元（下同）</p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjE0Nk41bXdnTU04ekNiMXhQM0xNYWlhZVExM2RnbFRWRjJBRWtFNk1xVk80REJ0eFlwamM0bkFtRVZTcG94UDdqMldya29iR0lMdkRRLzY0MD93eF9mbXQ9cG5nJmZyb209YXBwbXNnJnRwPXdlYnAmd3hmcm9tPTUmd3hfbGF6eT0xJnd4X2NvPTE="/></p><p><img alt="图片" src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9tbWJpei5xcGljLmNuL3N6X21tYml6X3BuZy8xS2liMGJJRnpYMjE0Nk41bXdnTU04ekNiMXhQM0xNYWlhSkhqVnNpYWpJZzYybjJ5a0gxU2RLcWlia3NMdktMRld0ZW9LbHdrcG1aUXlZaklhSjI4NDFiYmcvNjQwP3d4X2ZtdD1wbmcmZnJvbT1hcHBtc2cmdHA9d2VicCZ3eGZyb209NSZ3eF9sYXp5PTEmd3hfY289MQ=="/></p>
July 6, 2024
<p>详细文字版本：</p><p>上篇<a href="https://mp.weixin.qq.com/s?__biz=MzU3MzgxMjk5NQ==&mid=2247484594&idx=1&sn=b5f13ff06fc731fee40cef170555155d&chksm=fd3abcdeca4d35c8389e09c45f1182483c87b03641dceb293363bf552436667cc23e90292128&token=626166073&lang=zh_CN#rd">《英伟达1993-2006|GPU之王的登基之路》</a></p><p>下篇<a href="https://mp.weixin.qq.com/s?__biz=MzU3MzgxMjk5NQ==&mid=2247484759&idx=1&sn=d4eb64fa2a00817611db34cd16809edf&chksm=fd3abd3bca4d342dce9ed0c9a0fc8823299dc2eaceed7150e0eef10559ca8a9771194ed8df34&token=626166073&lang=zh_CN#rd">《英伟达AI时代|一次成功转身就足以市值登顶》</a></p><p>午夜主包投脑煎蛋的微信公众号：投脑煎蛋</p><p>（Brain-egg）</p><p>Ponge的微信公众号：Yestoday</p><p>（yestodaynotyesterday）</p><p>02:45 黄仁勋和员工们团建的时候约定，当英伟达股价超过100美元时就去纹身。</p><p>“我真的很像想把这个纹身弄完整，”他用手比划着整条手臂、两眼放光地对我说，“我很想这么去做，但纹身真的真的很疼，我哭得像个（两百斤的）孩子。（纹身时，）我的孩子们陪着我，他们说，‘爸爸，你必须控制住你自己。’”</p><figure><img src="https://image.xyzcdn.net/FslqgeEgphLJwwqh3cdz5iaYYZYz.png"/></figure><p>03:30 黄仁勋父母</p><figure><img src="https://image.xyzcdn.net/FvqFKTWnWQAhTjJL-TO2OsHlQH2a.png"/></figure><p>08:30 2017年，黄仁勋和妻子Lori向奥奈达浸信会学校捐赠了200万美元用以修缮女生宿舍和教学楼。下图为，2019年12月，黄仁勋携全家在以自己名字命名的教学楼落成典礼上讲话。</p><figure><img src="https://image.xyzcdn.net/Fm7v8s3uOlfYtr6cRV2KmeHLhbCK.png"/></figure><p>10:00 仁勋哥真身出场</p><p>11:25 红色丰田Supra时至今日都是黄仁勋最爱的车型，下图为《速度与激情》原版丰田Supra，把整车车漆全部图成大红色就是黄仁勋当时的爱车。</p><figure><img src="https://image.xyzcdn.net/Fqx3FxDEgsZ_kVldOkJaYVUclj4X.png"/></figure><p>15:15 LSI创始人兼CEO 威尔夫·科里根</p><figure><img src="https://image.xyzcdn.net/FunNxk2FE8VRR2d1YV3Go5Yb7B6v.png"/></figure><p>红杉资本创始人、硅谷创投教父唐·瓦伦丁</p><figure><img src="https://image.xyzcdn.net/FvZBT9bhFC1OlzUxgWMZz8z8dHBm.png"/></figure><p>20:50 高中时，黄仁勋的哥哥把他介绍到了Denny‘s当洗碗工，“我是最优秀的洗碗工”就出自这里。黄仁勋说他最喜欢的就是超级小鸟Super Bird套餐。</p><figure><img src="https://image.xyzcdn.net/FtO5BCjtkpgfi3avIMm4EscBqVV6.png"/></figure><p>22:38 《毁灭战士》和《德军总部3D》均由id Software公司开发，两款游戏都有系列作品延续至今，其中《毁灭战士》是第一人称射击FPS游戏的开拓者，而后来霸占FPS游戏榜25年之久的反恐精英CS使用的就是由id Software公司开发的quake引擎。</p><figure><img src="https://image.xyzcdn.net/Fuj0Z2CsR3zkcfqrtLuiX9JcIyxC.png"/></figure><p>31:30 世嘉土星游戏机</p><figure><img src="https://image.xyzcdn.net/FlmnVrQ6yI3IyR_UFth8nb3qf85d.png"/></figure><p>33:00 以三角形为基元进行3D图形成像</p><figure><img src="https://image.xyzcdn.net/FmWFK8dZbKjZBez5BuxM3PiOUbsO.png"/></figure><p>34:07 于2017年落成，位于美国加州圣克拉拉市的英伟达总部，以无数三角形作为总部大楼的基础图形就是为了向游戏开发者致敬。</p><figure><img src="https://image.xyzcdn.net/FrMj2_lFdDkf8DdQIirBdp5ESjWD.png"/></figure><figure><img src="https://image.xyzcdn.net/Fmt8J5XABoOsSdVzK-aizWMhti3h.png"/></figure><figure><img src="https://image.xyzcdn.net/FkaJRtd4aYr5nFBP1W2PoZ82eb03.png"/></figure><p>52:55 投脑小煎蛋救火现场</p><p>54:15 GeForceFX及游戏场景应用。BTW，初代Xbox的语音硬件同样由英伟达提供。</p><figure><img src="https://image.xyzcdn.net/Fq4V6xctHyaSacsjHxrNLDP0IyZc.png"/></figure><p>57:50 英伟达GPU时代财务数据</p><figure><img src="https://image.xyzcdn.net/FmWeEu0rvlv9dFwHjq86SIU3Z0Vo.png"/></figure><figure><img src="https://image.xyzcdn.net/FlASTO4mu28Jkcrwel7oZRDLPnZe.png"/></figure>
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