NVIDIA, every mention

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Verbatim, from the transcripts: the passages where NVIDIA comes up

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▶ 8:36 Toni Cowan-Brown And then you've also put in there a slide that I thought was really interesting, kind of stark contrast of Intel versus Nvidia saying Nvidia can't keep up, which I just think illustrates really well the sheer amount of requests that's…
▶ 15:09 Benedict Evans And that's not AI people spending money from NVIDIA.

▶ 2:17 Benedict Evans So you get this super nervousness about Microsoft results, where Microsoft is a mess, but Amazon's results, you know, is OpenAI really going to get that investment from NVIDIA?

▶ 1:57 Benedict Evans And yes, you can have a whole data center and chip analyst argument about why TPUs are better than NVIDIA and why this, this company's data centers are more efficient than that one.

▶ 1:09 Benedict Evans And also if you're not an Nvidia shareholder and don't necessarily, or an investor in startups and don't necessarily want to know
▶ 15:59 Benedict Evans The answer is either no one knows, like how much better will the models get, for example, um, you know, what happens to, you know, does inference cost collapse and we no longer need any more in video chips? 2 times in the scene

▶ 3:51 Benedict Evans There's that, but you can kind of separate this out, because there are, you know, I get this, this, this, this, these sort of daily, weekly newsletters about AI, and here are the 50 new models that have been launched, and here's the 25 new…
▶ 10:34 Benedict Evans And Nvidia's chart goes up and to the right. 2 times in the scene

▶ 3:08 Benedict Evans Um, but there's all, and, you know, does NVIDIA have a moat? 2 times in the scene
▶ 20:47 Benedict Evans But right now, there's like, we're kind of in this moment of drawing breath, and the only thing everyone knows is that you have to give all your money to NVIDIA.
▶ 33:13 Benedict Evans So this is the Nvidia share price conversation. 8 times in the scene

▶ 5:10 Benedict Evans and it's a big deal and NVIDIA sold whatever the number is, um, uh, fifteen billion dollars of GPUs last quarter up from, you know, two or three, um, the same quarter last year.

▶ 1:04 Benedict Evans To, and maybe, maybe Nvidia will make more chips to sort of fragmenting and changing in all sorts of kind of interesting structural ways.
▶ 3:45 Jay Goldberg That's companies like Qualcomm and Nvidia, who then pay
▶ 15:26 Jay Goldberg Today, there's too many GPUs, NVIDIA's writing off tons of inventory.
▶ 17:51 Jay Goldberg Uh, with Jensen Huang, the CEO of Nvidia said Moore's law is dead.
▶ 37:50 Jay Goldberg And then SoftBank went and tried to sell it to NVIDIA, but nobody let them do that. 3 times in the scene

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