輝達之道：黃仁勳打造晶片帝國，引領AI 浪潮的祕密

by 金泰

台灣囝仔、從小移民的黃仁勳，青少年時期打乒乓球就不服輸，連打工端咖啡都要拼第一。奧勒岡州立大學電機系畢業後到AMD當晶片設計師、LSI當業務——愛打電動的他看到電玩市場將蓬勃發展，繪圖晶片強者一定會勝出——他與兩位天才工程師克蒂斯．普里姆和克里斯．馬拉科夫斯基，在丹尼連鎖餐廳的小包廂拍板成立輝達。 　　《輝達之道》道出不斷動盪與失敗中闖關打怪般的成長歷程：找創投基金、搶一流人才、NV1及NV2慘敗、化險為夷的RIVA 128，到以「GPU」之名重新定義顯卡。輝達成立之初，只有電腦遊戲領域內的人認識，但輝達不止步於此。事實上，黃仁勳這位穿著黑皮衣的CEO，篤信「我們不瓜分市占率，我們創造市場」，力求成為新領域的市場領導品牌。創立CUDA平台供開發人員應用，使GPU超越硬體設備，改寫輝達的命運。 　　當AI人工智慧在2020年代初爆發性成長時，重金投資的CUDA生態系獲得了回報，用戶社群已經在十多年的時間裡修正了錯誤與缺陷，或找出優化方案，阻絕其他AI晶片供應商出線的機會，輝達Nvidia無疑是AI世代的王者。 　　全書細數輝達多次在關鍵時刻逆轉勝，是出於輝達企業文化與精神的根基：「比光速更快」的執行力，扁平無障壁的組織、直接且公開的領導風格、與台積電建立堅實的伙伴關係；最重要的是，若想成功，就得先承受足夠的痛苦磨難，足以在冷酷無情的市場壓力下續存並茁壯成長。

320 pages, Paperback

Published January 3, 2025

Reviews

[Carolyn Lee · Rating 3 out of 5]

A detailed story that contained some important takeaways for nvidia’s way(Jenson’s way):
- be prepared and understand basic and methodology of technology and so can have better intuition and understanding for market trend.
- direct
- don’t look at past, focus on the present for better future
- whiteboard presentation
- 5 key things
- transparency
- quick response to email/question
- good negotiator
- work very hard
- think what customers want but not what you wanna say or show
- when presenting outcomes, be simple and share what audience feel interested (audience will ask when they need)
- perfection
- resilient
- define the pricing(higher) but not by market demand/supply rule
- create market but not competing market share

Jensen’s mgt philosophy
- only invited stakeholders to join meeting, saving time
- too talent and cooperation, spending necessary money and resources but not cost down thinking
- best talent
- criticism is gift and timely feedback can help people grow
- don’t worry about the points, focus on the playing performance
- floor sweeping and ship the whole cow, Caring for details
- active discussion (even they are arguments) create best idea
- ask self: how hard it can be!!?
- honest to face the failure and learn from it
- be careful about what indicators you are tracking
- ask: is this the worldwide best ?
- starting from zero and don’t be constraint by the past way
- be short and concise to the question
- all strategy is for servicing customers but not for internal political winning
- team working , you are not alone
- outperforming execution
- captain
- no 2 is the no1 loser
- small steps , big view
- extreme speed and to the new limit
- focus on the most important thing but not many things (strategy is to focus on what should be focus and trade off for others)
- we don’t compete the market share, we create the market
- you have to believe what you should believe, and invest in it , and do it with all your best
- your strength is your weakness , over kindness will prevent from improving