GB200

product on 5 shows · 5 statements across 5 episodes · said 1 times in 1 episodes since 2026

TBPN 1 BG2 Pod the a16z Podcast Big Technology 20VC

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TBPN 1

2026 1 mention in 1 episode

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5 statements about GB200, every show

20VC Assertion Partly supported
Midha: AI Compute Is Non-Fungible Across Nvidia Chip Generations
“Computer is not fungible today. So forget fungibility of compute across different manufacturers, like NVIDIA and AMD. Within a manufacturer, NVIDIA chips, for example. The H 100, the GB 200, the GB 300, these are all completely different chip types. So if you …”
Anjney Midha Apr 14, 2026 ▶ 36:06 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
BIG TECHNOLOGY Assertion Supported
Guthrie: Microsoft was first worldwide to run GB200 clusters and datacenters
“And we were the first chip, the first one running first rack running the first cluster running the first data center running of any cloud or Neo cloud provider in the world.”
Scott Guthrie Oct 1, 2025 ▶ 49:27 Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
BG2 Opinion
Gerstner: The U.S. should not export cutting-edge AI chips to China
“I don't think we should be sending GB 200 or cutting edge chips to China. I think that there's a legitimate national interest in, you know, quote unquote, staying out in front on AI. I think there's a debate to be had about that. That's where I come down on th…”
Brad Gerstner Apr 24, 2025 ▶ 28:34 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
BG2 Prediction Held up
Haas: The Base CPU for Stargate AI Data Centers Will Be ARM
“And every data center whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role. And whether that is going to be what we are part of today, which is GB 2…”
Rene Haas Jan 23, 2025 ▶ 36:27 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
a16z Assertion Supported
Justin Johnson: AlexNet's 6-day training takes under 5 minutes on GB200
“So I ran the numbers last night, like that two week training run, that of six days on two GTX five eighties, if you scale, it comes out to just under five minutes on a single GB 200.”
Justin Johnson Sep 20, 2024 ▶ 8:26 “The Future of AI is Here” — Fei-Fei Li Unveils the Next Frontier of AI

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