Nvidia
includes NVIDIA H100, NVIDIA Blackwell, NVIDIA A100, NVIDIA B200, NVIDIA Rubin, NVIDIA H200, NVIDIA B300, NVIDIA Vera Rubin, NVIDIA B100, NVIDIA DGX, NVIDIA GB200, NVIDIA GPUs and 17 more
180 statements across 89 episodes · 83 bullish · 55 bearish · 59 people on the record · first statement May 30, 2016 by Matt Turck · said 1,152 times in 173 episodes since 2016 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (522), Jason Lemkin (91), Rory O'Driscoll (79), Steeve Morin (44), Andrew Feldman (37), Jonathan Ross (28), Cliff Weitzman (26), Eiso Kant (12)
tap a year for its mentions
2026 459 mentions in 59 episodes 8 per episode
- How to Build Your Own Data Center & Why Every Startup Should Do It
- Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- 51 more episodes that year, every mention in 2026 →
2025 466 mentions in 58 episodes 8 per episode
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- 50 more episodes that year, every mention in 2025 →
2024 178 mentions in 39 episodes 5 per episode
- Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
- Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- 31 more episodes that year, every mention in 2024 →
2023 24 mentions in 11 episodes 2 per episode
- Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
- Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
- Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings
- The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- 3 more episodes that year, every mention in 2023 →
2022 19 mentions in 2 episodes 10 per episode
- 20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
- Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
- every mention in 2022, scene by scene →
2017 5 mentions in 3 episodes 2 per episode
- 20VC: How Every VC Firm Is A Marketplace, Why A Large Amount of Promise in AI Today Is Impossible & Entrepreneurs 3 Main Pain Points of Fundraising with Alex Mittal, Founder & CEO @ Funders Club
- 20VC: Preparing For The Next Big Trend, Why Conversational Will Be The Next Big Thing & How Entrepreneurs Should View Market Size with Sarah Guo @ Greylock Partners
- 20VC: The 3 Forms Of Edge A Founder Can Have, Lessons From Being on A Board With Bill Gates & Why There Are A Lot Of Tourist VCs Who Are Going To Lose A Lot Of Money, with Josh Wolfe, Co-Founder @ Lux Capital
- every mention in 2017, scene by scene →
Everything said about Nvidia, oldest first
May 30, 2016 positive
Turck: Deep learning's resurgence required big data and NVIDIA GPUs
“Deep learning for the most part was really developed by some, you know, particularly forward-thinking researchers like, you know, you have a con, Jeff Hinton, that, that, that group, and it's really only up until recently when those algorithms intersected with…”
Mar 22, 2017 bullish
Alex Mittal expects APIs to unlock complex compute power and data for developers
“The other is actually fundamentally, we're seeing the exposing complex, like computing capabilities and data that is inaccessible to most people through APIs. And so like by analogy, if you're at CES, like NVIDIA announced this cloud gaming service, which is n…”
Sep 2, 2022
Nov 14, 2022 neutral
Wood: FAANGs, Microsoft, and Nvidia made up nearly 50% of Nasdaq 100 in 2021
“Last year the market reached all-time highs in twenty-twenty-one as we were selling off, and it was the Fangs, it was Microsoft, it was Nvidia, and those, if you look at the Nasdaq 100, account for, account ed at that time, for nearly 50% of that index”
Nov 14, 2022 neutral
May 17, 2023 neutral
Mostaque: Only five or six foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. ... I think it's going to be us, NVIDIA Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Oct 12, 2023 bullish
Oct 27, 2023 bearish
Nov 15, 2023 bearish
Stebbings: AI Upside Is Already Priced Into Microsoft and Nvidia
“And my hard thing is like, as a general capital allocator and capitalist who wants to make money, I think the upside is already priced into Microsoft or Nvidia, where I'm not looking at them like, oh, there's a buying opportunity now because they're so richly …”
Nov 15, 2023 bearish
Nov 24, 2023 bearish
Mostaque: Only 5 or 6 foundation model companies will exist in 3-5 years
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Dec 8, 2023 positive
Biswas: VCs Should Not Filter Out First-Time Founders
“There are a lot of first time founders who are phenomenal. Like I think, you know, you think about Jensen from Nvidia, he's been, I think that's his first startup. It's turned out quite good, right? So that's the sort of thing where you'd also don't want to so…”
Jan 15, 2024 neutral
Brian Halligan notes Nvidia's Jensen Huang publicly criticizes his 50 direct reports
“One of the things he does is he criticizes in public. Okay, so he's got his team, he's got 40 direct reports, which is pretty weird, or 50 direct reports, and if somebody says somebody disagrees with or does something that he didn't like, he will in front of e…”
Mar 4, 2024 bearish
Harry Stebbings admits he wrongly thought Nvidia was overpriced last year
“I'm just forever, I'm forever stuck, because I've always looked at NVIDIA and gone, God, that's overpriced. And I've done that for the last year. And I've been proved thoroughly wrong, clearly, in my expectation that it's overpriced.”
Mar 4, 2024 bullish
Apr 8, 2024 bullish
Lehmann: Screenless dedicated AI inference computers will be in every home
“I think when it comes to AI and personal AI, we may be at a moment in time where there is an opportunity for a new computer, a new type of computer that we may see in every home. A computer that runs your own personal AI on a chip that does not have to be as p…”
Apr 29, 2024 neutral
Apr 29, 2024 neutral
May 22, 2024 positive
Jun 17, 2024 negative
Jun 19, 2024 negative
Jul 1, 2024 bullish
Matt Clifford: Next US President Will Maintain Aggressive Nvidia Export Bans
“The one bipartisan issue in Washington Is screw China. And, you know, like, it's certainly true that I remember writing about in 20, you know, 1819, about, like, Trump export controls, and what's interesting is that the Biden White House has been as aggressive…”
Jul 22, 2024 bearish
Aug 5, 2024 neutral
Aug 5, 2024 bullish
Cahn: Nvidia will continue to surprise positively on chip performance
“The price to performance ratio continues to improve. I don't see that stopping. NVIDIA is a fantastic company. They've, Have a track record of innovating. They have a track record of new products. You better believe Jensen's driving his team super hard on what…”
Aug 5, 2024 positive
Aug 28, 2024 neutral
Sep 25, 2024 bearish
Oct 7, 2024 positive
Eiso Kant: NVIDIA, Google, and Amazon Lead AI Hardware Volume
“The reason I mentioned those three specifically is that they are all building extremely large volume of chips. And constantly iterating on faster and better and better generations of chips for training and for inference. They're, for me, the three primary play…”
Oct 7, 2024 positive
NVIDIA participated in Poolside's funding round without taking an outsized stake
“There is one corporate that became part of our round, and that was very deliberate, was NVIDIA. Not in an outsized stake manner at all. And it's because we collaborate really closely with them On, you know, the next generation of their chips, on the software a…”
Oct 7, 2024 neutral
Oct 9, 2024 bullish
Oct 28, 2024 negative
Nov 29, 2024 bullish
Nov 29, 2024 positive
Dec 9, 2024 positive
Benioff: Jensen Huang Was Sole Tech CEO to Pivot to Deep Learning
“He was the only large company, CEO in tech, who said, you know what? Deep learning is such a big idea, and this technology is pretty darn close, the GPU to what you need. I'm gonna pivot my whole company, and I'm just gonna be about deep learning. And he did t…”
Dec 16, 2024 bullish
Hoffman: Nvidia will remain strong despite tech giants building rival chips
“So both, NVIDIA's business will continue to go very strongly because they have an amazing Lead, currently, in amazing chips, and there is you know, massive demand for their chips for doing compute, and many players, Google, Amazon, others, including AMD, are b…”
Dec 18, 2024 bearish
Dines: Nvidia will struggle to maintain current chip dominance against hyperscalers
“It's hard to see it at existing levels, and think about, I think half of NVIDIA revenue today is from these five hyperscalers, so, and if they are all in the business of building, it's kind of, I think it's hard, but obviously NVIDIA has such an important, you…”
Jan 22, 2025 bearish
Sivulka: AI model layer will commoditize as value accrues to applications and hardware
“I, you know, I think that ultimately the model layer, and I think this is not a hot take anymore. I've been saying it for a few years, but I think it will become commoditized. I think that a lot of value will accrue at the hardware layer especially And we coul…”
Jan 22, 2025 bearish
Jan 29, 2025 bullish
Ross: Specialized AI inference chip startups benefit NVIDIA's stock
“I don't know that Nvidia will ever see it this way, but I do think that those of us focusing on inference and building stuff specifically for that are probably the best thing that's ever happened for Nvidia stock because we'll take on the low margin, high volu…”
Jan 29, 2025 bullish
Jan 29, 2025 bullish
Feb 17, 2025 positive
Ross: Groq benefits NVIDIA by capturing lower-margin inference workload
“You can almost say we're one of the best things that's ever happened to NVIDIA because they can make every single GPU that they were going to make, and they can sell it for training, high margin, gets amortized across deployment. You know, we'll take the low m…”
Feb 17, 2025 neutral
Feb 17, 2025 negative
Ross: NVIDIA used misleading benchmark curves to claim 30x GPU speedup
“Like, if you look at the last GTC, there was an announcement that the latest GPUs were 30 x faster than the previous generation. And when you look at how it was done, there was this curve that looked kind of like this, and then it Basically ended here, and the…”
Feb 17, 2025 positive
Feb 17, 2025 bullish
Ross: Drop in NVIDIA stock was a misunderstanding of market fundamentals
“I don't agree that Nvidia stock should have gone down for that. I think that was a misunderstanding on most people's part, but it also shows, I think that shows more like everyone keeps saying Nvidia stock can't possibly go higher.”
Feb 17, 2025 neutral
Feb 24, 2025 negative
Feb 24, 2025 positive
Feb 24, 2025 positive
Feb 24, 2025 bullish
Morin: AMD GPUs achieve 4x inference throughput over Nvidia setups
“If you run on AMD, well, there's enough memory inside the GPU to run one model per card. So you get, you know, eight GPUs, eight times the throughput, while on the other hand, you get eight GPUs, two, you know, two, maybe two and a half times the throughput. S…”
Feb 24, 2025 negative
Feb 24, 2025 negative
Feb 24, 2025 bearish
Feb 24, 2025 bullish
Morin: Nvidia will remain dominant in AI inference due to availability
“The thing is these chips are on the market. They're here. I can, you know, out tab on Chrome and get one. That is something that, you know, I don't take lightly. Availability that is right. So I think Nvidia is used to stay at least if not for the H-one hundre…”
Feb 24, 2025 neutral
Feb 24, 2025 negative
Feb 24, 2025 neutral
Feb 24, 2025 bullish
Feb 24, 2025 negative
Morin: Nvidia gives zero discounts even on tens of thousands of GPUs
“I talked to a lot of people that build data centers and I tell them, you know, they're, mind you, these people like buy tens of thousands of GPUs. And I asked them, Hey, do you get at least a discount or something? And they're like, no. The only thing we get i…”
Feb 24, 2025 bullish
Feb 24, 2025 negative
Morin: Nvidia Blackwell chips suffered surface bending causing cooling issues
“For Blackwell, they assembled two chips. But the surface was so big that the chip started to, you know , wave, like, I don't know the English word, but like, you know, started to bend a bit, which further perpetuated the problem because it then didn't make con…”
Mar 21, 2025 bullish
Mar 24, 2025 bullish
Feldman: Nvidia customer delivery delays create major opening for competitors
“And so I think there is a real opportunity in the potential for NVIDIA Customer Unhappiness, for sure. For those of us who are competing with them. I mean, if you can't get your gear, you may as well test somebody else's. And that, that's a huge opening.”
Mar 24, 2025 bullish
Mar 24, 2025 bearish
Mar 24, 2025 bullish
Apr 10, 2025 neutral
Boland: Jensen Huang publicly berates NVIDIA staff to force improvements
“So he will tear people apart in public on stuff that they've not got command of, or he thinks they're wrong about, and he will, like, rip them to shreds, and leave them whimpering in the corner to lick their wounds but I think he then sort of forgets it and ho…”
Apr 10, 2025 neutral
Boland: NVIDIA maintained a management buffer layer to deal with Jensen Huang
“It's just, you know, so, so within NVIDIA, we used to have a, Jensen at the top, we had a layer of people whose job was to buffer everybody else in the company, actually. And so this buffer layer would deal with Jensen, which is great.”
Apr 10, 2025 positive
Jun 2, 2025 bearish
Jul 14, 2025 neutral
Tenev: Retail investors lack sub-trillion AI stock investment opportunities
“You've got Tesla, where AI is maybe I don't know, 10, 20% of the story there. So you don't have too many opportunities at sub trillion valuations. So when CoreWeave comes along, that's like AI exposure at a lower level, and people are interested in that.”
Jul 31, 2025 bearish
O'Driscoll: Nvidia chip depreciation will trigger an AI CapEx slowdown
“Someone, at some point someone's going to depreciate all these Nvidia chips and someone's going to have to pay for them. Right? So I do. And I'm sorry to get, I do think there might be a slowdown at some point in time, but right now there's no evidence of it w…”
Aug 4, 2025 bearish
NVIDIA's Financials Show Negative Revenue Growth Every Three Years
“NVIDIA is a cyclical business at the end of the day. You look at their historical financials over the past 20 years, essentially like every three years, they've had extreme negative year over year revenue growth. Now it rebounds, right? But this is a hardware …”
Aug 25, 2025 bullish
Deeter: Amazon, Google, and AMD chipsets are challenging Nvidia's market dominance
“I do think that we're also getting many more hardware approaches and solutions out there. So that it's not as wonderful as NVIDIA is. It's not just an NVIDIA world anymore. And the chip sets from Amazon and Google and AMD and others are becoming quite capable.”
Sep 4, 2025 bearish
O'Driscoll: $4T AI infrastructure investment requires impossible $800B annual profit
“Four, let's do four billion dollars. You want a 20% return on equity. You gotta be generating eight hundred billion of profit a year. That's a lot of profit when, you know, Facebook met, all these guys make a couple hundred billion a year, right? So you've got…”
Sep 15, 2025 neutral
Sep 25, 2025 bullish
Sep 25, 2025 bullish
Sep 25, 2025 neutral
Sep 25, 2025 neutral
Sep 29, 2025 negative
Sep 29, 2025 neutral
Sep 29, 2025
Sep 29, 2025
Sep 29, 2025 bullish
Sep 29, 2025 bullish
Sep 29, 2025 bullish
Sep 29, 2025 bearish
Ross: Building custom AI chips to rival NVIDIA is like replicating Google
“Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA, It's a little bit like saying, you know, that Google search is pretty nice. Let's go replicate it. It's insane. Like the level of optimization, the level of design and engineering tha…”
Sep 29, 2025 bullish
Ross: NVIDIA will retain 50%+ revenue share with 10% chip volume
“My prediction is that in five years, NVIDIA will still have over 50% of the revenue. However, they will have a minority of the chips sold. They might have, you know, minority share. They might have 51% of the revenue, and they might have 10% of the chips sold.”
Oct 6, 2025 bullish
Nvidia Is the 21st Century's Greatest Company; Valuation May Be Too Low
“I think they've proven themselves to be the greatest company of the first quarter of the 21st century, right? 21st century. They've proven themselves to be the extraordinary company in the first quarter of the century, and I don't know if four trillion's right…”
Oct 6, 2025 negative
Feldman: TSMC fab expansion speed bottlenecks global AI chip supply
“TSMC can't build fabs fast enough. I think the truth is, is that these are both for TSMC and Samsung. These fabs are the most amazing manufacturing plants on the planet. And, you know, these are 30,000,000,050 billion dollar factories. And the, their ability t…”
Oct 6, 2025 negative
Oct 6, 2025 negative
Oct 6, 2025 negative
Oct 6, 2025 negative
Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Oct 6, 2025 negative
Oct 6, 2025 bullish
Oct 9, 2025 bearish
Oct 9, 2025 neutral
Oct 9, 2025 bullish
O'Driscoll: OpenAI and Nvidia are repeating Microsoft and Intel's 90s playbook
“Fast forward to today, the company that's dominating everything is OpenAI. They're the Microsoft of today. They have the consumers. They have the eyeballs, right? They're building this new monopoly, and the equivalent of Intel is now Nvidia.”
Oct 9, 2025 bullish
Oct 27, 2025 bearish
Cahn: AI infrastructure investment requires $840B in end-user revenue
“If you invest one hundred fifty billion in NVIDIA chips, that's about three hundred billion of data center investments. And to pay that back, the person using the compute needs to earn a 50% gross margin. So there's about six hundred billion of revenue that ne…”
Nov 17, 2025 negative
Andrew Ng: US chip export controls have backfired and accelerated Chinese innovation
“I think the export control on chips has largely backfired. The way that the US and I think that the way the US first put restrictions on Huawei and then later on, you know, exported NVIDIA and AMD and other semiconductors that really incentivized China. So bef…”
Nov 17, 2025 negative
Andrew Ng: AI application capital recycles through model providers to Nvidia
“In fact, if you look a lot of the application layer investments. Sometimes it feels like, you know, firms are putting in a hundred million dollars so that they can pay Open Ananthropic. So the Open Ananthropic can pay NVIDIA, which is where all the money is, i…”
Nov 20, 2025 bearish
Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble
“So Nvidia, two customers for Nvidia represent more than 40% of revenues. Four percent represent more than 50% of revenues. I went back and looked at the dot-com era, the networking companies. NVIDIA is 10 times more concentrated in terms of revenue than Lucent…”
Nov 27, 2025 bearish
Jason Lemkin: Investors ignore systemic AI risks due to Nvidia's strong numbers
“I actually think going to the opening of the show, I actually think we're just ignoring the risk because the NVIDIA's numbers are just too good. No, that's what we're all doing. We're ignoring it. This is systemic risk.”
Nov 27, 2025 positive
Rory O'Driscoll: Microsoft-Anthropic-Nvidia compute deal has better fundamentals than peers
“Of all the round tripping deals, I would argue a Microsoft, Entropic, Nvidia deal probably has better principles and upside than most. I mean, some of the other round tripping deals look like they're already, you know, a bit shaky.”
Nov 27, 2025 bearish
Nov 27, 2025 bearish
Jason Lemkin: Seamless switching between TPUs and GPUs undercuts Nvidia's moat
“The idea that NVIDIA is unstoppable because of the software and hardware connection, because we have to have GPUs. I know there's a lot of truth to that, but literally as an end user, I went right back and forth to them today. No, no issue. TPUs, GPUs, LLMs, a…”
Nov 27, 2025 positive
Nov 27, 2025 bullish
Rory O'Driscoll: Nvidia customers will not abandon CUDA due to switching costs
“For most users, because they have such dominance, such validation of the CUDA software layer, for most customers, it's going to be too much brain debt to switch from the cheap, you know, the GPU you know and love to something new, right? Because there's probab…”
Nov 27, 2025 positive
Dec 1, 2025 neutral
Dec 15, 2025 positive
Dec 18, 2025 negative
Dec 22, 2025 bullish
Lemkin: Custom chip competition will not threaten Nvidia's dominance in 2026
“You're a fool to invest against Nvidia for 2026. And I think you are arguably a fool to invest into Amazon in 20, 26 for a simple reason. Just a simple, I didn't say 20, 27 or 20, 28. It is not enough time for all this competition to come online. It is not eno…”
Jan 8, 2026 positive
Jan 8, 2026 negative
Jan 8, 2026
Jan 8, 2026 bullish
Jan 8, 2026 neutral
Jan 8, 2026 neutral
Jan 8, 2026 bullish
Jan 8, 2026 positive
O'Driscoll: Nvidia-Groq Deal Is Marginally Net Positive for Cerebras
“My guess is marginally net positive, but kind of, it's like the real, it's one of those weird things where you ask, is it a positive or negative? The truth is there's a big embedded positive, the comp, and there's a big embedded negative, the musical chair pro…”
Jan 15, 2026 positive
Jan 29, 2026 bearish
Feb 5, 2026
Feb 5, 2026 neutral
Feb 16, 2026 bearish
Feb 26, 2026 positive
Mar 19, 2026 bearish
Mar 19, 2026 bullish
Mar 19, 2026 neutral
O'Driscoll: Nvidia's $1T soundbite merely matches analyst forecasts
“So it turns out if you add 504 hundred and then you apply a salesman's roundup, you get to a trillion dollars. Another way of translating that wonderful, amazing number of a trillion dollars is the analyst forecasts for the next two or three years look roughly…”
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 …”
Apr 16, 2026 bullish
O'Driscoll: Tech giants won't cut AI spending in 2026, keeping Nvidia sold out
“No one's going to blink on their investments for twenty-twenty-six. You actually know the next four quarters of NVIDIA announcement. You know the next four quarters of every one of the infrastructure, which is every single thing we can make. If you can count t…”
Apr 16, 2026 bearish
O'Driscoll: Amazon's $20B Trainium business diverts nearly 10% of Nvidia's revenue
“But all that said, it's still twenty billion of dollars that didn't go to Nvidia that went to Amazon. So it is at the margin meaningful. It's 10% of kind of Nvidia's revenue, a little less than 10%. So it's, and so it's not a mega competitor. It's just an in-h…”
Apr 23, 2026
O'Driscoll: China represents 30% of market and $40B chip revenue for Nvidia
“30% of the entire market is in China. He wants to sell those guys Nvidia chips, and there's simply no argument on God's green earth that's going to convince him that he shouldn't get that forty billion dollars of revenue from shipping chips to China.”
Apr 25, 2026 neutral
Apr 30, 2026 neutral
May 9, 2026 bullish
May 9, 2026 bullish
May 16, 2026 positive
NVIDIA CEO Jensen Huang maintains extremely fast response times to founders
“And so, and Jensen, NVIDIA is one of our investors, and Jensen told me this, he once called me at midnight, and I was like, on his way home, cold call, and I knew it was him and I picked it up, and it was awesome... He was calling me back Because of an email I…”
May 21, 2026 neutral
O'Driscoll: AI capex splits 50% to Nvidia, 20% to power and networking
“All these companies are on fire because the hyperscalers and the model companies have decided to spend, you know, roughly three quarters to a trillion dollars a year building shit, and 50% of that goes to Nvidia, 10% of that goes to power, 10% of that goes to …”
May 26, 2026 negative
Feldman claims Nvidia funds neoclouds to create competitors for traditional hyperscalers
“I think it has been NVIDIA's strategy to try and create competitors for the traditional hyperscalers. They have funded and backstopped and over allocated to the neoclouds. They have created a dependence, which is probably not healthy.”
May 26, 2026 positive
May 26, 2026
Feldman says Jensen Huang overrode Nvidia lawyers to adopt AI tool Cursor
“I think what's happening is the leaders are tipping. I think even Jensen told a story that, that he was battling with his own internal lawyers around the use of, I think it was cursor, and finally he just decreed. We're gonna do it. And I think I got that righ…”
May 28, 2026 neutral
May 28, 2026 positive
O'Driscoll: Nvidia's $50B Quarterly Profit Makes It World's Most Profitable
“It's the 50 something billion in profits, which makes it the most profitable company on the planet, because typically Google clocks in around a hundred to a hundred and twenty billion now a year. Right? These guys, in a quarter, made fifty billion plus, fifty-…”
Jun 1, 2026 bullish
Foody: NVIDIA will lose its monopoly in five years but remain most valuable
“And so I would guess that in five years, it doesn't feel like Nvidia has quite the same monopoly, but that's okay, because even if they only have 30 or 40% market share in the largest market in the world by far, that is the world's most valuable company.”
Jun 8, 2026 positive
Chernin: Earning NVIDIA's respect requires engineering-level alignment
“NVIDIA is still for big extent is an engineers driven company. And I think the best thing you can do To get respect from Nvidia. It's my read. They may have a different point of view, but if engineers in Nvidia respect your engineers, you will have the right f…”
Jun 15, 2026
Jun 25, 2026 positive
Jul 9, 2026 bearish
O'Driscoll: Nvidia Has Tapped Out Cash-Rich Buyers And Must Subsidize Growth
“We've reached a point where the number of good customers who can pay cash and have a big balance sheet is tapping out. So you got to find more customers to keep the growth going. And to do that, you got to subsidize them.”
Jul 9, 2026 negative
Lemkin: Custom AI chip push is about margin capture, not customization
“This is just responding to believing that the margins are so high in video to survive. We have to recapture that margin. I just think the idea that it's customized for us is just soft language because everyone's kind of dancing around being, being Zuck-esque a…”
Jul 9, 2026 neutral
O'Driscoll: Nvidia Recognizes Hardware Revenue Upfront Under ASC 606 With Put-Back Rights
“They're basically, quote, selling you the chips up front, so they are going to recognize that hardware revenue up front, and then they're giving you, as the buyer, the NeoCloud, a backstop that if you can't use that compute, you get kind of put back rights on …”
Jul 9, 2026 negative
Lemkin: Nvidia would build custom chips for OpenAI if requested
“The only thing that makes zero sense to me is the argument that, hey, at OpenAI, we need to build our own our own chips because we have very specialized needs that NVIDIA can't meet. I have a little bit of experience in the semiconductor industry. If you're dr…”
Jul 9, 2026 bearish
O'Driscoll: Slowing Compute Demand Will Force Nvidia To Debook Prior Revenue
“And if that slows down and there's excess capacity, these deals will look horrible because you'll not just not be, if you're Nvidia, you'll not just be not growing quickly. You'll be debooking prior revenue. You'll be kind of taking, you know, you'll be taking…”
Jul 11, 2026 positive
Jain: Nvidia is heavily investing in US open-source AI model development
“There's a lot of motivated parties that actually want to promote, like, including NVIDIA, for example, You know, they're putting a lot of investment in promoting, like, you know, development of great open source models in the US.”
Jul 23, 2026 positive
Jul 29, 2026 bearish
Aug 2, 2026 bullish
Aug 2, 2026 bullish
Aug 2, 2026 positive
Angelopoulos: Open-source AI growth reduces Nvidia's revenue concentration
“Of course, Jensen is in some sense self-serving with this letter, because the more open source models are developed, the more companies are going to be training on GPUs. They're going to be fine tuning on their own data. And it's just more and more spend. It d…”
Aug 7, 2026 bullish
Frankel: Photonic Computing Will Disrupt or Be Acquired by Nvidia Within a Decade
“In my view, if you say in 10 years time, and I am not a thematic investor, but I am such a deep believer in
The status quo being changed always, and not, and like nothing stays the same.
I think photonic computing is coming down the line, and I think that's go…”
Aug 9, 2026 positive
Aug 27, 2026 neutral
Aug 29, 2026 bullish
Sep 3, 2026 positive
Nvidia Reported $96.2B Quarter and Acquired Hugging Face for $12.9B
“Jensen standing on stage with 96.2 billion dollar quarter and immediately went shopping nearing the thirteen billion dollar price tag with the 12.9 billion that they paid for hugging face, which was confirmed just after we did last week's recording.”
Sep 3, 2026 bullish
Sep 3, 2026 positive
Lemkin: Nvidia Paying $12.9B for Hugging Face Is Defensible to Control Market
“All, whatever LLM, whatever inference is, he's committed to winning a majority stake, 70%, 80% of every dollar here, and so 12.9 is, you know, no way I think it's worth it in isolation, but if it helps reinforce that, it's utterly defensible.”
Sep 3, 2026 positive
Sep 3, 2026 bullish
Sep 3, 2026 bullish
Sep 5, 2026 positive
Weitzman: NVIDIA guarantees 25% GPU buybacks with Wall Street lenders
“So I believe earlier this month, NVIDIA did a huge deal with Blackstone, BlackRock, Apollo, and Goldman Sachs. And they said, listen, we want more people to buy more GPUs. We're going to underwrite for you up to 25% the value of a GPU. That if you lend money t…”
Sep 5, 2026 bearish
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”
Sep 10, 2026 neutral
O'Driscoll alleges Poolside effectively cashed out via Nvidia product license
“A few weeks ago, Poolside effectively didn't, they would deny that they sold, but they sold a license for their product to NVIDIA, which was an open weight enterprise US focused model, and they, you know, the company still exists, but they cashed out quite a l…”