GB200
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 14, 2026 by Anjney Midha · across every show →
Everything said about GB200, oldest first
Apr 14, 2026
Midha: AI Compute Is Non-Fungible Across Nvidia Chip Generations
“Computer is not fungible today. So forget fungibility of compute across different manufacturers, like NVIDIA and AMD. Within a manufacturer, NVIDIA chips, for example. The H 100, the GB 200, the GB 300, these are all completely different chip types. So if you …”