GPU

also referred to as: gpus

4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 20, 2022 by Ben Gilbert · across every show →

Everything said about GPU, oldest first

Apr 20, 2022 neutral

Assertion Supported

Gilbert: A modern GPU contains dozens of miles of microscopic wiring

“The stat that I was going to bring up, which was just mind-bending to think about, is that there are dozens of miles of wiring on a GPU.”

Ben Gilbert Apr 20, 2022 ▶ 1:58:06 Nvidia: The Machine Learning Company (2006-2022) · Acquired

Jun 20, 2022 bullish

Assertion Supported

Gilbert: 10x computing gains every 5-7 years continue via GPUs

“When you look at, like, what NVIDIA's been doing with GPUs, it is totally fair to say that this 10 X improvement in computing every five, six, seven years, that is absolutely still happening”

Ben Gilbert Jun 20, 2022 ▶ 16:17 The Playbook: Lessons from 200+ Company Stories · Acquired

Sep 6, 2023 bullish

Insight

Parallel computing on GPUs acts as an Archimedes lever on Moore's Law

“Whatever advances are happening in Moore's law and the number of transistors on a chip, If you have an algorithm that can run in parallel, which is not all problem spaces, but many can, then you can basically lever up Moore's Law by hundreds of times, or thous…”

David Rosenthal Sep 6, 2023 ▶ 11:18 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired

Sep 6, 2023 bullish

Assertion Contradicted

Data center GPUs represent a $30 billion market growing to $50 billion

“Right now, GPUs In the data center are like a thirty billion dollar a year market going to like a fifty billion dollar next year”

Ben Gilbert Sep 6, 2023 ▶ 2:24:43 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired

GPU

Everything said about GPU, oldest first

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