I'm not surprised here. They invested and invested and invested and now everyone is playing catch up while they nearly corner the market. In industry circles we've been lamenting their dominance in this area for well over a decade.
Google and Apple are the only companies I see that have a shot at disrupting their market but they tend to end up navel gazing instead of burning bridges. And Nvidia has bridges with everyone.
It's absolutely an industrial geopolitics mastercraft scenario. We'll be studying them for a century.
Everyone has long known that the secret to unlocking the next tier of performance is solving concurrency. Look at all the advances that have made it into production in the last twenty years. But threading models only get you so far on a CPU, and programming GPUs is comparatively very difficult. Nvidia has always aimed to displace the CPU's prominence, since day one.
It's horizontal scaling 101.
So I'm not buying it.
Between the first nvidia cards and the first release of CUDA, you have a decade.
Or get the slightly underpowered Banshee.
I think it's pretty obvious that they saw the writing on the wall about the value of GPUs for massively parallel computing and actively pushed to be in the right spot for when everything took off.
Their release cadence only really picked up in 1998, and just 2-3 years later they had the first 'programmable' GPUs with early shaders.
As such, saying that NVIDIA wasn't always aiming for GPU compute feels kinda like saying that SpaceX wasn't always aiming for feasibly reusable rocketry because it took them ~15 years to build up to their current version of it.
The idea that future of computing is related to parallel numerical computing and linear algebra (HPC, graphics ,scientific computing, data science, machine learning) predates current deep learning boom.
Already in 2003 and GPGPU (General-purpose computing on graphics processing units) was a thing. OpenVidia came out in 2003.
Well, there is PhysX which they bought in 2008 and still have; when they bought PhysX they shifted the acceleration implementation from relying on dedicated physics accelerator hardware to GPGPU.
There’s APEX which was built on top of PhysX but later discontinued.
There’s FleX…
“At one point” might be a slight misstatement.
Sony copied that idea for the 1st Playstation, and then folks like NVidia & 3DLabs quickly followed suit, the idea being they would enable that functionality for games like Final Fantasy.
In the early 2000s, the HPC folks realized that you could use a GPU for physics & engineering codes, and here were are 20 yrs later.