Nvidia H100, every mention
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every year anyone Steeve Morin 6Harry Stebbings 5Cliff Weitzman 5Anjney Midha 5Tom Hulme 4Jonathan Ross 3David Cahn 2Andrew Feldman 2Nikhil Basu Trivedi 1Emad Mostaque 1
Verbatim, from the transcripts: the passages where Nvidia H100 comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 2:16 Cliff Weitzman Shortly after they came out with H-one hundred GPUs, right? 3 times in the scene
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 12:24 Clay Bavor If you have unbounded demand for frontier level intelligence or GPUs to run open weights models and the rate limiter is the, you know, number of Blackwells and H 100 you have, you end up with
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 6:48 Andrew Feldman They got H 100.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:25:46 Cliff Weitzman H 100 GPUs were coming out, and they were like three times faster than anything before, and we spent so much time trying to spend millions of dollars buying H 100 GPUs, no one will let us buy them. 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 36:29 Anjney Midha The H 100, the GB 200, the GB 300, these are all completely different chip types. 5 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 16:06 Andrew Feldman Um, I think, uh, people are clearly still getting value from H-one hundreds, and that's more than two years, right?
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 22:01 Jonathan Ross But if I look at it empirically, people are still renting H-one hundreds 3 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 18:13 Harry Stebbings Given the pace of deployment, we are seeing model evolution so fast and so rapidly that you're essentially seeing this kind of decay rate on models being greater than ever because it's like next one, next one, next one, and actually…
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 6:50 Steeve Morin Very hard to say whether it will be worth, you know, everybody's money to do it on H 100. 2 times in the scene
- ▶ 25:47 Steeve Morin So I think Nvidia is used to stay, uh, at least if not for the H-one hundred, you know, bubble bust.
- ▶ 45:16 Steeve Morin Eight H-One hundred.
- ▶ 1:16:30 Steeve Morin The, the supply of H 100 was actually a smooth out over the year so that they decided so that they didn't have like a big, you know, spike in deliveries and then a quarter less, right? 2 times in the scene
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 16:53 Harry Stebbings We are releasing new models so fast that computers unable to keep up with them, and as a result, you won't want to train your new model on old H 100 hardware that is 18 months old.
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 18:45 Harry Stebbings And so it's like, when you look at a year's time, are we going to be running the newest latest models on H 100 or whatever the 18 month old computers?
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 13:24 David Cahn You're going to buy each 100 chips because that's the best chip on the market today, and you're going to put them in this data center.
- ▶ 14:25 Harry Stebbings H 100 with the newer model, whatever that is in two years or three years, whatever period that is, if models just become a lot more efficient, would you still need to replenish them?
Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
- ▶ 46:17 Delian Asparouhov And, you know, yet Zuck releases, you know, whatever llama, you know, three or four, you know, and releases it completely free and open source, and it is beating all the benchmarks of anything that open AI and Microsoft have ever done, and…
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 1:00:44 Harry Stebbings When you look at his corner of the H 100 market, it's just, like, astonishing insight.
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings
- ▶ 14:57 Nikhil Basu Trivedi I mean, the money is going to fund, you know, CapEx to the NVIDIA H 100.
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 52:24 Emad Mostaque Well, I mean, for six months, you're not getting H-one hundreds and TPU V-Fives anyway.