SIXTEEN: Hyperscale
“Nvidia had grown too large for Huang to really understand everything that was going on, but it was not his style to delegate. To maintain resonance, he needed to keep communication open with the frontline employees. Sometime around 2020, Huang asked everyone at the company to submit a weekly list of the five most important things they were working on. Every Friday from that day forward, he received twenty thousand emails. Brevity was encouraged; Huang would randomly sample from this pool of correspondence late into the night. In turn, he communicated to his staff by writing hundreds of emails per day, often only a few words long. (One executive compared the emails to haiku. Another compared them to ransom notes.) His responsiveness was superhuman. “You’d email him at 2 a.m. and receive a reply at 2:05 a.m.,” Dally said. “Then you’d email him again at 6 a.m. and receive a reply at 6:05 a.m.
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TWO: Large-Scale Integration
“When LSI’s customers wanted new functions, most of the designers would simply respond, “There’s no way.” Huang would say, “Let me see what I can do.”
Huang would spend hours fiddling with the simulator, attempting to arrange the list of components to enable what the customer wanted. This was painstaking work, conducted without the assistance of graphical user interfaces or even color monitors. His focus was admirable, but Horstmann knew many engineers who could become similarly absorbed in technical problems; what set Huang apart was his ability to avoid dead ends. “Similar people, they get lost, right?” Horstmann said. “They just get lost in these deep, deep ratholes. He doesn’t. He has a great sense of seeing when a problem has reached a certain level of complexity, and he can’t easily make further progress, and he has to go in a different direction.”
LSI’s most demanding customers were the computer-graphics designers, whose appetite for faster silicon knew no point of satiation. To serve them, Horstmann, with Huang’s encouragement, began signing contracts to deliver products that, internally, the two had no idea if LSI could actually make. Older engineers advised the two to be more cautious. Do you know what you’re doing? they’d say. If this fails, it may be the end of your career. “It was true, but that never troubled us,” Horstmann said. Almost everything Horstmann and Huang promised was eventually delivered.
Many people at Nvidia told me that Huang’s anger enforced a kind of discipline within the company, in the manner of a military general or a pro football coach. “I’m not sure he yells more than any other Fortune 500 CEO,” one employee said. “Look, it’s not really his job to be your friend. It’s his job to push you beyond where you think you could ever go.
THIRTEEN: Superintelligence
“It took a sharper eye to spot the differences. There was the vision question, with Musk moving backward from fantasy and Huang moving forward from reality. There was also the topic of loyalty. Musk did not value it; he often fired people arbitrarily and without warning, in one case canning the entire Starlink engineering team almost at random on a Sunday
afternoon. Huang almost never fired anyone, and when he did, it was only after multiple cautions and the offer of a performance-improvement plan. It took truly egregious behavior to get kicked out of Nvidia, and many employees worked there for decades, including boomerang hires like Catanzaro and Aarts. Even when operating economics forced Huang to shutter a division, he reassigned employees to other useful tasks. In 2019 Curtis Priem returned to Nvidia’s offices for the first time in sixteen years to join Huang and Malachowsky for a reunion of the company’s founders. “I was astounded at how many people were still there,” he said. “Jeff Fisher, his kids were working for Nvidia.
This was a little surprising, for while working at Nvidia was stimulating, it was never exactly fun; the corporate culture that Huang fostered was closer to Microsoft than Google, closer to IBM than Apple. But years earlier, Chiu, the Taiwanese physicist, had told Huang that he’d allowed him to do his “life’s work.” The phrase had stuck with Huang, and now he wanted to offer that same opportunity to his staff. “We want NVIDIA to be a place where people can build their careers over their lifetime,” the company wrote in its annual report. “Our employees tend to come and stay.”
The appeal lay in what Nvidia allowed you to achieve. It was not a secret that Huang pushed people hard. Thus, he attracted determined workaholics seeking to establish legacies as inventors. In the same way that a bestselling author didn’t stop writing, even many wealthy Nvidia engineers kept showing up to work each day to attack difficult technical problems. Those engineers collectively held more than fifteen thousand patents, but there was always something left to build.
Two fringe strains of computer science, starved of investment, hated—no, detested—by industry and researchers alike had somehow unified to form a thriving, sprawling entity now careering toward sentience. “I just thought, there is no way that Nvidia is this lucky,” Aarts said. “There’s no way that deep learning just fits this perfectly because Nvidia has never put any effort into it!”
Huang called it “luck, founded by vision.”
For Dally, it was Huang’s tireless work ethic that made Nvidia succeed. Even Dally, who left no spare second in his day, could not quite believe the superhuman efforts of his boss. “The rest of us are just here to reduce the bandwidth demands on Jensen,” Dally said. “I mean, when does he sleep?” Diercks agreed: “His hobbies are work, email, and work.”
Plenty of people worked long hours, though. Jens Horstmann attributed Huang’s success to his adaptability. “I’ve often asked myself, how is it that we started in the same cubicle, you know, with a similar IQ, both working equally hard,” Horstmann said. “How is it that this person not only built this amazing company, but also a network around him of people that—that would just die for him if needed?” Huang, Horstmann believed, had changed himself many times. He recalled Huang at LSI, pushing the simulation software to its outer limits. “Now, he’s still doing the same thing, but what he’s engineering is himself. He was not born as a great CEO; he was not destined to be one. He transformed himself into one, just by abstracting! Just by problem-solving the inputs and outputs of what a good CEO should be.