NVIDIA Hopper
product on 13 shows · 6 statements across 4 episodes · said 110 times in 49 episodes since 2022
All-In 24 
BG2 Pod 20 
Invest Like the Best 16 
Acquired 15 
Latent Space 8 
No Priors 7 
TBPN 6 
Big Technology 5 
the a16z Podcast 3 
Catalyst 2 
the MAD Podcast 2 
the Y Combinator Startup Podcast 1 
20VC 1
Mentions by year, every show
tap a year for its mentions
All-In 24BG2 Pod 20Invest Like the Best 16Acquired 15Latent Space 8No Priors 7TBPN 6Big Technology 55 more shows
2026 27 mentions in 18 episodes 2 per episode
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- 10 more episodes that year, every mention in 2026 →
2025 52 mentions in 19 episodes 3 per episode
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- After LLMs: Spatial Intelligence and World Models — Fei-Fei Li & Justin Johnson, World Labs
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- 11 more episodes that year, every mention in 2025 →
2024 16 mentions in 7 episodes 2 per episode
- New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
- NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Frontier Forum: An energy-first approach to data centers
- every mention in 2024, scene by scene →
2023 13 mentions in 4 episodes 3 per episode
2022 2 mentions in 1 episode
every mention on every show, scene by scene, with the transcript →
6 statements about NVIDIA Hopper, every show
Nvidia Blackwell racks weigh 3,000 pounds and consume 130 kilowatts
“Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers a thousand pounds to 3000 pounds. Goes from round numbers, 30 kilowatts, which is 30 American homes, to a 130 kilowatts, which is a 130 Ame…”
Huang: NVIDIA Hopper GPUs retain up to 80% value after one year
“If you look at the residual value of NVIDIA gear right now, Hopper for example, one year later, it's probably about 80%, 75 to 80% of the value, of the original value, and then one year later is another kind of like 65%, and then one year later is like 50%.”
Huang: NVIDIA Hopper GPUs are currently completely sold out in the cloud
“Right now, if you try to get hoppers in the cloud, it's all sold out.”
Huang: NVIDIA Hopper performance improved 4x through post-launch software gains
“Hopper improved in performance by us and others by a factor of four. In the time that we shipped it.”
NVIDIA Blackwell is not backward-compatible with Hopper kernels
“Well, so it's not widely known, but Blackwell is not compatible with Hopper. Hopper kernels don't always run on Blackwell, for example.”
Sacks: DeepSeek's compute cluster costs over $1 billion
“You add up the cost of a compute cluster with 50,000 plus hoppers, and it's going to be over a billion dollars. So this idea that you've got this scrappy company that did it for only six million, just not true. They have a substantial compute cluster that they…”