Nvidia GB200
part of NVIDIA includes NVIDIA GB200 NVL72
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · said 13 times in 2 episodes since 2024 · across every show →
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brought up most by Justin Johnson (3), Dylan Patel (1)
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2025 10 mentions in 1 episode
2024 3 mentions in 1 episode
Everything said about Nvidia GB200, oldest first
Sep 22, 2025 neutral
Patel: NVIDIA GB200 system costs $50,000 all-in per GPU
“If I'm talking about a GV 200, right? Each individual GPU is 1200 watts. But when you talk about the CPU, the whole system, it's roughly 2000 watts. At the same time, you know, all in, everything, simplicity's sake, 50,000 dollars per GPU, right? The GPU doesn…”
Sep 22, 2025 bullish
Patel: NVIDIA GB200 yields 3x-4x performance per dollar on DeepSeek
“If you're running DeepSeq inference, the performance difference per GPU is like north of like six, seven X, and it continues to optimize you know, for DeepSeq inference. And so the, you know, then it's like, well, I'm only paying 60% more for six X, and it's l…”