Nvidia: 게이밍 선구자에서 AI 리더로

엔비디아는 게이밍 기술에 혁신을 일으키며 AI를 비롯한 다양한 산업 분야의 리더로 발전했습니다.

### 엔비디아의 진화: 게이밍 선구자에서 AI 강자로
* 🎮 '엔비디아'로 발음되는 엔비디아는 영화와 음악을 합친 것보다 더 큰 **1,890억 달러 규모의 글로벌 비디오 게임 산업**에서 **수조 달러 규모의 인공 지능 리더**로 부상했습니다.
* 💻 처음에는 게임용 PC 그래픽 카드에 초점을 맞추었지만, 이후 게임을 넘어 다양한 산업으로 관련성을 확장해 온 **엔비디아의 기술이 최종적인 형태**가 될 수는 없었습니다.
* 📈 2001년 마이크로소프트의 Xbox가 출시되면서 **엔비디아는 그래픽 칩을 제공**하면서 하드웨어를 하드코어 게이머의 요구에 맞춰 획기적인 발전을 이루었습니다.
* 🔍 수년 동안 Nvidia의 GPU는 병렬 컴퓨팅에 탁월한 성능**을 발휘하여 석유 탐사 및 날씨 매핑과 같은 비게임 애플리케이션**은 물론 팬데믹 기간 동안 **암호화폐 채굴에도 유용**하게 사용되었습니다.
* 🤖 이미지를 생성하고 인식하는 기능에 의존하는 OpenAI의 ChatGPT를 비롯한 머신 러닝 시스템에서 그래픽 카드가 필수적인 요소로 자리 잡으면서 **생성형 AI의 부상은 Nvidia의 성공**을 더욱 촉진했습니다.
* 🌍 전 세계 **30억 명의 게이머**를 보유한 엔비디아는 게임이 더욱 접근하기 쉽고 광범위한 산업으로 발전함에 따라 **AI 및 데이터센터로 다각화**하여 지속적인 관련성을 확보하고 있습니다.
* 📱 아마존과 구글과 같은 주요 기술 기업들은 이제 게임의 성장을 반영하여 게임에 관심을 보이고 있으며, **엔비디아는 이러한 환경에서 AI 모델을 만들고 게임 개발자를 지원**하며 중추적인 역할을 담당하고 있습니다.
* ✨ 미래에는 **엔비디아의 에코시스템 내에서 게임 개발의 흥미로운 가능성**이 열려 있으며, 업계를 다시 한 번 재편할 수 있는 혁신을 암시합니다.

How do you pronounce this word? I've heard this numerous times from the man who founded the company, Jensen Huang. There's no debate, it’s Nvidia. And yet many think this multi-trillion dollar artificial intelligence pioneer is called Nvidia. But it's fitting in a way, because Nvidia, now one of the world's most valuable companies, emerged from an industry also often misunderstood: gaming. The global video game industry is a $189 billion industry. That's larger than movies and music combined. Today, Nvidia alone has a market value more than ten times that, eclipsing those of rivals. And that's because Nvidia now says PC graphics cards, the pieces of hardware that render 3D visuals in games, were never intended to be the company's final form. The story behind that is a reminder to never underestimate the scale of the video game industry or its role influencing some of the world's biggest companies and their technologies.

And it's a tale that can be traced back to the time of the dinosaurs. Nvidia spawned during April of 1993, in Silicon Valley, two months before the premiere of Steven Spielberg's Jurassic Park. What the blockbuster glossed over in terms of paleontological accuracy, critics agree it made up for with exhilarating, computer-generated reptiles. It's a dinosaur. Nvidia is absolutely central to the graphics industry now and essentially dominates it. But when it first got going, it was just one of dozens of companies that had the same bright idea. Spielberg used workstations from one of those businesses, Silicon Graphics, to bring his dinosaurs to life. But in 1993, Hollywood's need for CGI was just too small for Nvidia. Initially, they were just looking for a market that was big enough to generate the kind of revenue which would then support the R&D effort and the design effort for their products and the only

market back in the day. That really was capable of supporting this kind of an effort was computer gaming. This is the Xbox. The public witnessed the first major triumph when, in 2001, Microsoft's then CEO Bill Gates decloaked his company's inaugural competitor in the console gaming battlefield. That's fascinating. That game console was based really upon PC hardware, and Nvidia's big break there was that the graphics chip that was part of that initial console was one of theirs. It was a vital stepping stone that aligned Nvidia hardware with PCs bought by hardcore gamers keen on upgrading their computer’s components, something they couldn't do with consoles. I have observed that gamers might replace their graphics cards every 3 to 5 years. The better the graphics card, the better the gaming experience in a lot of instances. A lot of these newer games are very, very graphically demanding. Take a look at the difference. This is Halo: Combat Evolved, one of the flagship

games released for the Xbox in 2001. Compare it to this demo of a software development framework called Unreal Engine, used by many modern games. This too is being rendered using an Nvidia chip and side by side. That's what two decades of progress looks like. Revenue climbed as the company continued scoring lucrative deals and shipped graphics cards to major PC manufacturers of the time. But something else happened during those 20 or so years. People started to ask if these things are so good at transforming code into people and vehicles, could it work the other way around? GPUs excel at something called parallel computing, taking a complex problem, dividing it up into small sets of calculations, and solving them in parallel very quickly. So anything that is sort of numerically intensive, anything that requires a lot of, say, coordinate data, a lot of imaging or mapping, that kind of thing. GPUs are much, much better than the standard option,

which would be the central processor from Intel. This made the technology relevant to all kinds of non-gaming industries, everything from oil and gas exploration to weather mapping. A lot of the time you see that there are runs on these graphics cards because they have a lot of applications, even outside of gaming. The demand used for chips to mine cryptocurrency is becoming an important driver. Over the pandemic people were lining up outside of your local micro center to get the new 30 series Nvidia GPUs because so many people were using them for crypto mining at that time, and they weren't available to people who just wanted to play video games with them. More recently, companies acquire GPUs en masse for use with artificial intelligence. OpenAI's ChatGPT, for instance, uses Nvidia hardware. Which brings us to a catalyst behind Nvidia's recent extraordinary rise. Generative AI and cats. More than a decade ago, engineers at Google developed a machine learning system

that taught itself what a cat was and how to create an image of one by watching a lot of YouTube videos. The era of deep learning and neural networks had begun. When a graphics card is doing what it was designed to do, which is to generate an image, it's doing that. It's creating a picture of a cat. This is where the ears are. This is where the eyes are. This is where the nose is. The cat flicks its head to one side to look at something. You've got to calculate where that nose is, where those pixels that represent the nose, the eyes, the ears, have moved in the image. Think about that the opposite way. If you are showing a computer lots and lots of pictures of a cat, what it has to be very good at is recognizing points, creating a pattern, effectively creating the reverse of an image. A mathematical picture of what a cat looks like. So that's what graphics chips are really good at.

Is building these mathematical constructs of real-life things, whether it's sound, whether it's image, whether it's other kinds of things that AI is going to have an influence on. Nvidia became the leader it is today by advancing technology designed for games, but valuable to disparate industries. It knew far in advance that to succeed, it needed gamers. And today that’s something a lot of technology companies understand and want to take advantage of. There are 3 billion gamers in the world, and those aren't just the people who are shelling out for a pricey Nvidia or AMD graphics card or a really beautiful PC rig. It's not just the domain of, you know, the kind of person you picture when you picture a gamer anymore. Every company that is a big tech company has some sort of interest in the video game industry right now. Amazon, Google, even Netflix are prime examples of this. Netflix executives have made pretty clear in the past couple of years

that they see gaming as a threat for attention and entertainment time. They've cited the game Fortnite as a competitive threat. And this is relevant to Nvidia's story because it's symptomatic of just how greatly the games industry has evolved over the past decade, and how Nvidia's diversification into AI, data centers, even streaming services, meant there was no existential threat to its bottom line. There are simply now more gamers, more devices, and more opportunities. A lot of games that were previously designed for consoles and PCs are getting ported over to mobile phones, so that they can reach audiences that were previously not accessible to them. We're talking Triple-A games here, like Capcom's popular Resident Evil series, which have similar graphics on a phone as they do on a console. People who had never even considered owning a console can now play Call of Duty, can now play League of Legends, and all of these games that are considered hardcore.

video games, but in a more casual, fun way on technology that everybody owns. Nobody looked to the first iPhone in Steve Jobs’ hand and thought to themselves, one day that thing's going to transform banks and how we get groceries delivered. But here we are. AI is probably going to be the same, that all of this rush to create this infrastructure, that this platform is fantastic, but the end use, the profound effect on the economy, we just don't know what it is yet. Nvidia's benefiting from the world trying to find out. Gaming has gone from being its main source of revenue to something of a rounding error. But we are large consumers of it because we create a lot of AI ourselves, because our chips aren't possible to design without AI, our software is not possible to write without AI. We also use it for an AI foundry. We make AI models for companies that would like to have expertise in doing so.

And so we are a foundry for AI, like TSMC's a foundry for our chips. The video games industry, the focus for Nvidia's earliest innovations and partnerships, is bigger and more accessible than ever, and the company still plays a pivotal role within it. What’s going to be most exciting is seeing what access to advanced AI makes possible for game developers working in Nvidia's world. Maybe it'll even be exciting enough to tempt Valve into making Half-Life three. We can dream.

How Nvidia Changed the Game

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엔비디아의 오해된 이름과 영향력

흔히 잘못 발음되는 엔비디아는 게임 산업에 대한 오해를 딛고 세계에서 가장 가치 있는 회사 중 하나가 되었습니다.

1,890억 달러 규모의 글로벌 비디오 게임 산업은 Nvidia의 성장에 큰 영향을 미쳤으며, 현재는 그 10배에 달하는 시장 가치를 지니고 있습니다.

엔비디아의 여정은 1993년 쥬라기 공원 개봉 직전부터 시작되었으며, 이후 그래픽 산업을 지배하며 컴퓨터 생성 이미지의 진화에 중요한 역할을 해왔습니다.

Xbox가 게임 및 GPU 진화에 미치는 영향

2001년 Microsoft에서 출시한 Xbox는 콘솔 게임에 큰 변화를 가져왔으며, Nvidia의 하드웨어를 PC 게이밍에 맞게 조정했습니다.

게이머는 3~5년마다 그래픽 카드를 교체하는 경우가 많기 때문에 더 나은 게임 경험에 대한 수요가 증가했습니다.

20년이 넘는 기간 동안 GPU는 병렬 컴퓨팅에서 탁월한 성능을 발휘하여 게임 외에도 다양한 수치 집약적 작업에 적용되었습니다.

그래픽 카드에 대한 다양한 수요

그래픽 카드는 석유 및 가스 탐사, 날씨 매핑, 암호화폐 채굴 등의 애플리케이션에 힘입어 게임 외 다양한 산업에서 필수품이 되었습니다.

팬데믹으로 인해 암호화폐 채굴에 대한 수요가 급증하면서 Nvidia의 30 시리즈 GPU에 대한 수요가 급증했습니다.

최근에는 딥 러닝과 신경망에서 그래픽 칩의 역할을 강조하는 OpenAI의 ChatGPT가 엔비디아 하드웨어에 의존하면서 기업들이 인공 지능 용도로 GPU를 구입하고 있습니다.

게임이 기술 기업에 미치는 영향

엔비디아의 성공은 게임용 기술에 뿌리를 두고 있으며, 이제 다양한 산업으로 확장되고 있습니다.

전 세계 게이머 수가 30억 명에 달하면서 아마존, 구글, 넷플릭스 같은 거대 기술 기업들도 게임 산업에 점점 더 많은 관심을 보이고 있습니다.

콘솔과 PC 게임이 모바일로 이식되는 등 게임의 발전은 더 많은 사람들에게 더 많은 기회와 접근성을 제공했습니다.

AI가 게임과 기술에 미치는 영향

AI는 아이폰이 다양한 산업을 변화시킨 것처럼 경제에 심대하지만 불확실한 영향을 미칠 것으로 예상됩니다.

원래 게임에 중점을 두었던 Nvidia는 이제 칩 설계와 소프트웨어 개발에 AI를 사용하는 주요 기업이 되었습니다.

AI 파운드리로서의 역할과 게임 개발자와의 파트너십을 통해 게임 산업에 놀라운 발전을 가져올 수 있습니다.