Blackwell

“Our cyber security system today can't run without Without our own agents. We have agents helping to design chips. Hopper wouldn't be possible. Blackwell wouldn't be possible. Ruben don't even think about it.”

“Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our margin, too, somewhat, beca…”

“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”

“The cost to make Blackwell is north of two X that of the cost to make Hopper, right?”

“I think Tranium is not even competitive with Hopper, let alone with where Blackwell is today.”

“The top four cloud providers in the United States and what the year over year order was, you know, hoppers, 1.3 million hopper GPUs to the top four CPUs or CSPs and comparing like time frame. He said, we've done, you know, 3.6 million Blackwell GPUs so far thi…”