Huang had managed to stay ahead of his competitors so far, but his asset-light “merchant” business was essentially just a collection of engineers sitting around a Silicon Valley office park. If those engineers weren’t constantly developing new, difficult-to-replicate technology,

manufacturers in Asia would start knocking off his chips, and Nvidia would cease to exist. “If we don’t reinvent computer graphics, if we don’t reinvent ourselves, and we don’t open the canvas for the things that we can do on this processor, we will be commoditized out of existence,” Huang later said. Not to gamble was the biggest risk of all.

Huang’s tirades inspired as much guilt as fear, and he often described, in detail, how in letting their customers down, Nvidia employees had let one another’s families down as well. (“I think I’m driven as much by guilt as anything else,” Huang told me.)

Nvidia conducted regular performance reviews of employees, and following the GeForce FX debacle, Clay feared that her next one would read RI: “Requires Improvement.” This, at Nvidia, was like being handed the Black Spot. For the GeForce FX, Clay had run four or five quality-control tests.

Of more than a hundred former and current Nvidia employees I spoke with for this book, almost all had a tender story about Huang to relate. One employee—the same one whom Huang had humiliated in front of dozens of people, asking for a full refund of his salary—told me that when he was later diagnosed with a serious medical issue, Huang offered to pay in full, out of pocket, for his treatment. When Ben Garlick decided to leave Nvidia for a start-up, he was startled to receive an impassioned, personal plea from Huang to stay.

NINE: Cuda

“To distinguish himself, Huang had to pursue a strategy that so defied conventional business logic that ATI wouldn’t follow. He had to build an exploratory product, like a $300 entry-level scientific supercomputer that not only didn’t have competitors but also didn’t even have obvious customers. The zero-billion-dollar market, by definition, was one that only he would participate in—one that only he would even see. Huang was going to build a baseball diamond in a cornfield and wait for the players to arrive.

By 2012, the situation was becoming dire. Nvidia’s stock price had not appreciated in more than a decade, and although revenues and employment at the company had grown considerably, profits remained flat. Huang was bringing supercomputing to the masses, but the masses didn’t want it.