NVIDIA GB200

product on 12 shows · 4 statements across 3 episodes · said 52 times in 23 episodes since 2024

the a16z Podcast 12 TBPN 11 BG2 Pod 10 the MAD Podcast 5 Invest Like the Best 3 Big Technology 3 the Y Combinator Startup Podcast 2 Catalyst 2 All-In 2 20VC 2 Latent Space No Priors

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the a16z Podcast 12TBPN 11BG2 Pod 10the MAD Podcast 5Big Technology 3Invest Like the Best 3Catalyst 2All-In 22 more shows

2026 15 mentions in 8 episodes 2 per episode
2025 33 mentions in 13 episodes 3 per episode
2024 4 mentions in 2 episodes 2 per episode

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4 statements about NVIDIA GB200, every show

BG2 Disclosure
Nadella: Microsoft is currently bringing up NVIDIA GB300 hardware
“We now have GB 300 bringing, you know, that we're bringing up. So you don't want to have ordered a bunch of GB 200 that are getting plugged in only to find the GB two, 300 are in full production.”
Satya Nadella Oct 31, 2025 ▶ 43:13 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
a16z Assertion Supported
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…”
Dylan Patel Sep 22, 2025 ▶ 1:10:44 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
a16z Assertion Supported
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…”
Dylan Patel Sep 22, 2025 ▶ 1:23:50 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
CATALYST Prediction Open · timeframe Aug 2030
Sivaram: AI data center racks hit 132 kilowatts, heading toward 1 megawatt
“Today, I just was in a data center in Silicon Valley seeing a brand new deployment of NVIDIA GB 200, the Blackwell generation. The rack is 132 kilowatts. It's liquid cooled, and we're headed toward one megawatt rack.”
Varun Sivaram Aug 28, 2025 ▶ 12:23 The mechanics of data center flexibility

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