Nvidia, every mention

10 scenes (said by David Cahn), the whole family · ← back to Nvidia

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Verbatim, from the transcripts: the passages where Nvidia comes up

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▶ 3:20 David Cahn I mean, it's basically a very simple equation that says if we invest, and this was 2024 when I wrote this, if you invest one hundred fifty billion in NVIDIA chips, that's about three hundred billion of data center investments.
▶ 25:12 David Cahn Jensen says it's 50 or 60 if you use, uh, the next generation Vero Rubin chips. 2 times in the scene
▶ 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…
▶ 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…
▶ 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…

▶ 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.
▶ 13:29 David Cahn Now imagine two years from now, NVIDIA's B-one hundred chip is now the dominant chip.
▶ 13:29 David Cahn Now imagine two years from now, NVIDIA's B-one hundred chip is now the dominant chip.
▶ 30:11 David Cahn And so servers, that's NVIDIA, AMD, Broadcom, like the chip innovation. 2 times in the scene
▶ 41:46 David Cahn Just to remind folks about the math behind it is, you basically just take NVIDIA's run rate revenue,

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