Nvidia is worth 4 trillion – so it pays to play games
On Nvidia’s swelling market capitalisation underscores Wall Street’s big bets on the proliferation of generative AI technology, with the chipmaker’s hardware serving as the foundation. In November of last year, Nvidia took over the spot on the Dow Jones Industrial Average formerly occupied by chipmaker Intel, reflecting a major shift in the semiconductor industry toward AI-linked development and the graphics processing hardware pioneered by Nvidia.
The stock market value of Nvidia, whose core technology was developed to power video games, has increased nearly eight-fold over the past four years, from $500 billion in 2021.
Nvidia was founded in 1993 with a focus on graphics processing units (GPUs) for gaming, and that gaming foundation has been crucial to its success.
The gaming industry’s demands for better graphics, faster frame rates, and more realistic rendering pushed Nvidia to continuously innovate in parallel processing. Those same GPU architectures that made games look amazing turned out to be perfect for AI and machine learning workloads, which require massive parallel computation.
The gaming industry has historically been a driver of technological advancement because gamers are willing to pay premium prices for cutting-edge performance. This creates a market incentive for companies to push the boundaries of what’s possible. The competition between graphics card manufacturers, the constant demand for better performance, and the creative challenges of rendering complex 3D worlds in real-time all contributed to rapid technological progress.
What’s fascinating is how those gaming-focused innovations became the foundation for AI, cryptocurrency mining, data centers, and scientific computing. The parallel processing capabilities that make games run smoothly also happen to be ideal for training neural networks and running AI models.
All work and no play makes Jack a dull boy, but gaming brought Nvidia 4 Trillion of joy!
https://www. cnbc. com/2025/07/09/nvidia-hits-a-4-trillion-market-cap-here-are-buy-levels-for-new-investors-in-1-chart. html
What does a Trillion look like?
I have no idea how many zeros would be needed in a trillion. How much bigger than a billion is that. For reference
A million seconds is 11. 5 days. A billion seconds is 31. 7 years.
The “FAULT” Lies in AI
Machines and tech do some things better. But humans are human. They smile at you at the supermarket checkout, can out-banter any bot at the bank or the hardware store and they added to the spectacle that is Wimbledon. They’re not perfect, but I miss seeing the linespeople at Wimbledon. Wimbledon is the oldest tennis tournament in the world, first held in 1877 when the price of a ticket was one English shilling (approx 10 cents). Sad to see the most vulnerable pay the price for the tournament.
What do we get when we let AI take over the jobs of the less privileged? We get no protests. They silently leave letting the faceless machine take their job. I did this painting to bring our attention to the invisible.
Painting Title: The Missing Linesman
https://www. theguardian. com/commentisfree/2025/jul/02/wimbledon-line-judges-tech-people
Brand operates like compound interest
Before you read further, write down the number of cars that Ferrari sells every year. Then watch this video.
Captions are auto generated
PlayMedia is loadingPlayPlayLoaded: 0%0:00Stream Type LIVERemaining time -1:01 1xPlayback speedPlayback speed0. 5×0. 75x1x, selected1. 25×1. 5×1. 75x2xTurn closed captions offShow captionsUnmuteTurn fullscreen onFullscreenMedia player modal window
Follow my new Substack Newsletter
A personal brand builds interest – compound interest
Marketing activity builds interest in the product or service. It is actually like Compound Interest. It starts small and then gallops. The ROI of skilling and learning is long term. When I partner with an organization, I always encourage them to build a long term view of the partnership. The organization needs to put the same rigor in choosing an influencer as they do for a senior level hire. Ask if the influencer can go beyond the brief. Innovation comes from partners who go beyond the job description.
Unilever and the AI-fluencer Army
Unilever is redefining the influencer engagement model. They have created a digital twin of each product. Then they use that info to churn out endless amount of content. So they are working with thousands of influencers. Next year they want to increase that number 10x or 20x. (see the sketchnote)
One idea to be an influencer
Become the “Question Person” in your field—instead of always providing answers, become known for asking the most thought-provoking questions that others haven’t considered. Start every meeting, LinkedIn post, or conversation with a counterintuitive question that reframes the topic. People will start inviting you specifically to challenge their thinking, positioning you as the strategic mind who sees what others miss.
