Nvidia Emerges Out Of Trade-War Shadow

American technology companies have become pawns in the U.S.-China trade war. The great ones are adapting in remarkable ways.

Nvidia (NVDA) managers at Mobile World Congress October 21 in revealed the Smart Everything Revolution, a new platform to help companies build next-generation devices.

Platitudes aside, the reveal was Nvidia diversifying away from China. That’s a big deal.

Innovative companies like Nvidia are an American treasure. As the maker of best-in-class graphics processing units, its hardware became a staple inside early Microsoft Xbox and Sony PlayStation gaming consoles.

Engineers quickly discovered that CUDA, the underlying parallel computing software code, had wider applications for general computing.

CEO Jenson Huang moved quickly to exploit the opportunity. He partnered with leading technology companies to push GPU-based computing into other sectors. In 2006, he reached out to the academic community with software development kits and application programming interfaces.

This decision put Nvidia hardware at the center of a new computing movement.

Siemens partnered with Nvidia in 2007 to build the world’s first 3D ultrasound machine. Tsubame 1.2, a supercomputer built by the Tokyo Institute of Technology, became the world’s first GPU-based supercomputer in 2008. Three years later, the Tianhe-1A, a Nvidia powered machine based at the Chinese Academy of Sciences, became the fastest.

Sales soared as Nvidia GPUs moved into data centers, research facilities and universities, reaching $3.5…

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