Nvidia B200

part of NVIDIA

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 26, 2026 by Andrew Feldman · said 6 times in 5 episodes since 2025 · across every show →

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brought up most by Andrew Feldman (3), Steeve Morin (1), Cliff Weitzman (1)

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Everything said about Nvidia B200, oldest first

May 26, 2026 negative
Opinion
Feldman says Elon Musk sold outdated H100 hardware in suboptimal deals
“They got H 100. They didn't get the B 200. They didn't get the most current. They are a generation and a half, maybe two generations behind. So the, this was not a great deal. It was a good deal for Elon. He had them sitting around, but they were forced to tak…”
Andrew Feldman May 26, 2026 ▶ 6:48 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
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