AWS Trainium
0 statements across 0 episodes · 0 bullish · 0 bearish · 0 people on the record · said 14 times in 6 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (7), Bill Gurley (4), Dylan Patel (2), Clark Tang (1)
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2025 6 mentions in 3 episodes 2 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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2024 8 mentions in 3 episodes 3 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
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