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Notes -
See my reply to @dailydogma. Other companies may have dropped the ball, but NVIDIA definitely picked it up early.
I agree with you that Nvidia made some very savvy moves, but "foresaw the use of their cards for scientific computing when none of their competitors did" is not among them. Everyone saw this coming. What crowned Nvidia was the accessible software ecosystem they built around the cards. AMD has always been really weak on the software side, which caused them to fall far behind. Intel was too focused on their CPU market and the Phi line was a product of that--it tried to be a GPU you could program like a CPU. IBM had similar problems as AMD, though less due to being weak on the software side and more due to being run by lawyers that want to make sure nobody can ever actually use it.
Okay, that's fair. They executed well, though, and my point is more that NVIDIA (and Huang) weren't just silly gamers who got the AI revolution magically dumped into their laps.
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