Nvidia Hopper

also referred to as: nvidia hopper gpus

part of NVIDIA includes NVIDIA Hopper H100

4 statements across 2 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Feb 2, 2025 by David Sacks · said 25 times in 9 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Gavin Baker (9), David Sacks (6), Jensen Huang (5), Jason Calacanis (3), Chase Lochmiller (2)

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Everything said about Nvidia Hopper, oldest first

Feb 2, 2025 negative
Assertion Supported
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…”
David Sacks Feb 2, 2025 ▶ 7:58 AI Czar David Sacks Explains the DeepSeek Freak Out
Jul 23, 2025 bullish
Assertion Contradicted
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.”
Jensen Huang Jul 23, 2025 ▶ 50:38 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Assertion Partly supported
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.”
Jensen Huang Jul 23, 2025 ▶ 51:02 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Assertion Supported
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%.”
Jensen Huang Jul 23, 2025 ▶ 50:17 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
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