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NVIDIA GPUs

part of NVIDIA

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Apr 19, 2025 by Chamath Palihapitiya · across every show →

Everything said about NVIDIA GPUs, oldest first

Apr 19, 2025 bearish
Assertion Supported
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.”
Chamath Palihapitiya Apr 19, 2025 ▶ 16:34 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Aug 9, 2025 neutral
Prediction Not checkable as stated
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…”
Gavin Baker Aug 9, 2025 ▶ 1:29:40 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Mar 23, 2026 neutral
Disclosure
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.”
Michael Intrator Mar 23, 2026 ▶ 6:13 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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