Blackwell
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 20, 2025 by Jensen Huang · said 8 times in 3 episodes since 2025 · across every show →
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brought up most by Dylan Patel (5), Jensen Huang (2), Gavin Baker (1)
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Everything said about Blackwell, oldest first
Mar 20, 2025 positive
Huang: NVIDIA designed Blackwell architecture specifically for AI reasoning inference
“People are surprised that, that that Blackwell is such a great leap over Hopper, and the reason for that is because we built Blackwell for inference, and at a, just in time, because all of a sudden thinking is such a big computing load”
Aug 18, 2025
Patel: Capital equipment represents 80% of Blackwell data center costs
“80% of the cost of a GPU data center if you're building Blackwell is capital. Yeah. Right? It's the GPU purchases, it's the networking, it's the physical data center conversion, power conversion equipment. All of this stuff is like 80% of the cost. And then, 2…”