Blackwell
includes Blackwell Servers
2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Dec 7, 2024 by Gavin Baker · said 2 times in 2 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Gavin Baker (2)
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2025 1 mention in 1 episode
Everything said about Blackwell, oldest first
Dec 7, 2024 positive
Baker: Musk saved Nvidia during Blackwell delays by proving Hopper cluster scale
“I actually think you can argue that Elon doing that in a lot of ways kind of saved Nvidia from a tough six month period when Blackwell was delayed because everyone who was waiting for Blackwell and thought it was impossible to make a 100,000 hoppers coherent r…”
Mar 29, 2025 bullish
Baker: Nvidia's Blackwell transition is unprecedented, comparable only to the iPhone
“There's never been a product transition like this in the history of semiconductors going from Hopper to Blackwell, you know, kind of the 2022 generation GPU to this one. The only precedent for this on planet earth is the iPhone.”