The Nvidia Way

Tae Kim’s history of Nvidia from the 1993 founding through the near-death 1990s, CUDA, and the shift into AI accelerators — built on interviews with Jensen Huang and much of the early team.

Why it’s on the list: Named in the “explains an entire industry” thread. The single best-known account of how the company that now sets the pace of AI compute actually got built.

Where I saw it: In Kyle’s “Books To Read” Apple Note, recovered from the reply thread to @WillManidis asking “what is the single best book you can read that will explain an entire industry?” (June 2, 2025). The full recovered list lives on what is the single best book… (tweet).

Connections

• what is the single best book… (tweet) — the thread this came out of; the full recovered list lives there.
• Nvidia — the company.
• Jensen Huang — the founder the book is organised around.
• Chip War — the industry-level history this sits inside.
• 2025 Reading So Far… (tweet) — also on @mastersinvest’s 2025 reading list, marked bold (his mark for “very good”).