It Was Founded in a Denny's. Now It's Worth More Than Facebook.

Nvidia, the company that dominates the market for graphics processing units, was once known mostly in the video game world. But these days, Nvidia GPUs are also the go-to source for the massive computing power needed to run generative A.I. systems--and the recent explosion in A.I. hype has propelled the company's stock into the stratosphere. Nvidia briefly hit a trillion-dollar valuation, putting itself in league with tech giants like Alphabet and Apple and launching a bit of a frenzy in the markets. Nvidia is looking like the first big stock win of the A.I. era, and investors are salivating. On Sunday's episode of What Next: TBD, I spoke with Don Clark, a freelance reporter who specializes in the chips industry, about how Nvidia rode the A.I. revolution, became the hottest chipmaker in the world, and made the entire A.I. craze suddenly seem very real.