NVIDIA GPUs
product on 8 shows · 11 statements across 11 episodes
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11 statements about NVIDIA GPUs, every show
Private Credit Finances NVIDIA GPU Purchases at Low Cost of Capital
“Particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these. And there's a very sophisticated, you know. Yeah, it's a very low cost of capital to finance them today.”
Baker: Nothing is more financeable in debt markets than NVIDIA GPUs
“If you need to be able to finance the chips, and you do, nothing's more financeable than an NVIDIA GPU. Nothing.”
Intrator: CoreWeave's software and infrastructure sit directly above NVIDIA GPUs and below AI models
“When you're thinking about what we do, we kind of live above the NVIDIA GPUs, but below the models.”
Barton: Cloud provider revenues are 100% dependent on GPU chip supply
“We're at a point where your cloud revenues are 100% dependent upon how many chips you get.”
Sivaram: AI data center load profiles drastically change within a year
“A data center will not do a single thing for its lifetime, right? A massive data center, for example, may initially be configured and specified to train a large language model, and then you'll finish training the large language model, and then you'll do other …”
Baker: $1B in smuggled Nvidia chips won't alter US-China AI race
“A billion dollars worth of GPUs. It's not enough to really move the needle, you know, even if they are Blackwell's the latest and greatest, you know, it's better than having none if you're China. But I mean, it's just, you know, it's not like a 10, twenty bill…”
Palihapitiya: Shell companies route Nvidia GPUs into China to bypass controls
“I think what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a way station for China.”
Patel: Initial NVIDIA GPU cloud deployments suffer a 5% failure rate
“Google's brought in a level of reliability that NVIDIA GPUs don't have. You know, the dirty secret is to go ask people what the reliability rate of GPUs is in the cloud or in a deployment. It's like, oh God, it is not, they're reliable-ish, like, but like, esp…”
Wang: US chip export controls successfully hamper China's frontier AI development
“There is a very real hamper in a lot of their progress too, which is the chip export controls. And this has been an incredible effort, I think, from the U.S. Department of Commerce and the, you know, the Biden administration in general to sort of hamper the ab…”
Garman: Trainium 2 Delivers 30% to 40% Better Price-Performance Than GPUs
“We see 30 to 40% price performance games versus our instances that are GPU powered today.”