NVIDIA, every mention
8 scenes (2021), the whole family · ← back to NVIDIA
tap a year for its mentions
every year 2021 anyone Ben Gilbert 553David Rosenthal 488Jensen Huang 45Morris Chang 22John Bathgate 8Steve Ballmer 3Eric Yuan 3Michael Lewis 2Peter Gassner 1Hamilton Helmer 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 57:08 John Bathgate We'll invest in a digital company like NVIDIA.
- ▶ 1:04:25 John Bathgate And then they, they actually, we, we do think they're taking market share, especially in digital markets, like where they would be selling to an Intel or an Apple or an Nvidia.
- ▶ 1:18:42 John Bathgate Kind of real time or, you know, Nvidia where they were trying to just basically marginalize the CPU and make the CPU less relevant.
- ▶ 1:30:41 John Bathgate Also, and so having, like, you know, one gigantic, like, GPU that you would buy from NVIDIA, you can have four smaller chips, um, and you can kind of, like, stitch them together to drive more performance, and so that's another way, um,…
- ▶ 1:31:26 John Bathgate I was actually at a virtual, um, chip design conference this week, earlier in the week, and there's so much focus, not just, I guess, on this, like, packaging idea, but even, like, if you have to extract that one more layer from that, it's…
- ▶ 1:34:43 John Bathgate Well, I think you can make the same point that you made on TI on NVIDIA, like the, the fabulous business model.
- ▶ 1:34:50 John Bathgate It's like a video has got close to 70% gross margins and like, you know, low forties operating margins.
- ▶ 1:46:44 John Bathgate I think one of the things that's so cool about TSMC is if you just look at all the value they created, like NVIDIA is a, you know, half a trillion dollar company, and then kind of like add up their next few biggest customers like Qualcomm…