Nvidia, every mention

11 scenes (said by Jonathan Ross), the whole family · ← back to Nvidia

mentionsepisodesper episode tap a year for its mentions

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

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▶ 0:18 Jonathan Ross I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion, but I can't predict the outcome.
▶ 7:34 Jonathan Ross Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA,
▶ 17:02 Jonathan Ross However, there is an incentive from those building HBM to spread that around because Nvidia gets to negotiate very good rates. 5 times in the scene
▶ 22:01 Jonathan Ross But if I look at it empirically, people are still renting H-one hundreds 3 times in the scene

▶ 0:10 Jonathan Ross 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. 2 times in the scene
▶ 10:01 Jonathan Ross I, I don't agree that Nvidia stock should have gone down for that. 2 times in the scene
▶ 16:58 Jonathan Ross Um, you don't normally think of tech companies as having a cornered resource, but Nvidia has a cornered resource. 2 times in the scene
▶ 21:57 Jonathan Ross And actually, I think NVIDIA will sell every single GPU they make for training. 2 times in the scene
▶ 30:29 Jonathan Ross So the, the NVIDIA actually gets it after Apple. 6 times in the scene

▶ 37:52 Jonathan Ross Um, 2000 GPUs and the nerfed, you know, a 800 version with slower memory or whatever it is.
▶ 41:56 Jonathan Ross 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… 3 times in the scene

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