B200
product on 4 shows · 5 statements across 4 episodes · said 1 times in 1 episodes since 2026
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Invest Like the Best 1
2026 1 mention in 1 episode
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5 statements about B200, every show
Quantization, speculative decoding, and prefill-decode disaggregation each yield 2x speedups
“Going from BF-sixteen to NVFP four is, it's not quite a two X, right? It's like, I think it's about like 30, 30 to 40% from 16 to eight, and then another 30 to 40% multiplied from eight to four. So that doesn't quite get you a two X, but like roughly a two X. …”
TurboQuant is inefficient on high-bandwidth data center GPUs like NVIDIA B200
“TurboQuant would not be like, it would not be used. Like Nvidia made it clear that this is not a good optimization. And we've seen it firsthand where the overhead of doing dequantization, quantization of You know, in the kernel itself, the turbo-quant kernel, …”
Coogan: ByteDance securing 36,000 Nvidia Blackwell chips via Alawani Cloud
“ByteDance is working with a Southeast Asian company called Alawani Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips.”
O'Laughlin: Nvidia H100 and B200 GPU pricing has firmed up massively
“Like at this point H 100 pricing has massively firmed up. B 200 pricing definitely has super firmed up. And like, hey, there's clearly demand.”