CUDA, every mention

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every year anyone Brad Gerstner 11Sunny Madra 10Jensen Huang 8Bill Gurley 5

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

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 4 mentions

  • ▶ 36:09 Jensen Huang We invented CUDA, invented GPUs, and we invented the idea of co-design at a very large scale.
  • ▶ 43:37 Jensen Huang If not for the fact that CUDA is easy to operate on and iterate on, how do they try all of their vast number of experiments to decide which one of the Transformer versions, what kind of 2 times in the scene
  • ▶ 1:02:51 Jensen Huang Sriram is the only person in Washington DC that I think knows CUDA, um, and, and, which is strange anyways, but, but I, I just love the fact

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention

  • ▶ 39:15 Brad Gerstner It keeps them in that CUDA ecosystem, allows NVIDIA to compete, and I think slows down their ability to run the table around the rest of the world.

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 1 mention

  • ▶ 29:59 Brad Gerstner Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei…

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 2 mentions

  • ▶ 26:25 Brad Gerstner They no longer have to compete with CUDA, uh, and, and Nvidia in China, even though we were sending them the H-Twenty was a nerfed chip, right?
  • ▶ 28:54 Brad Gerstner I think that the competition with CUDA in China distracted

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 1:00:12 Brad Gerstner Remember the way CUDA works, the software that runs these GPUs, it constantly gets upgraded.

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 1 mention

  • ▶ 48:10 Brad Gerstner So they have from synthetic biology to robotics, um, to physics, to, you know, all the stuff we see in consumer to enterprise IT, they have this incredible stack across CUDA, which is multiple layers of software.

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 1 mention

  • ▶ 6:45 Bill Gurley One, it's, it's validated now that they went around CUDA, and I just think that's interesting.

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 3 mentions

  • ▶ 15:10 Bill Gurley Just to, to clarify one thing you said, or at least restate it to make sure I, I think when you said the software is more important for, for training, you meant CUDA is more of a differentiator on training than it is on inference. 3 times in the scene

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 15 mentions

  • ▶ 5:37 Sunny Madra Like what was great to hear from him and really, you know, positive for, you know, folks thinking about where Nvidia lives in the stack right now is he kind of got into details and then the sub details below CUDA. 10 times in the scene
  • ▶ 15:50 Bill Gurley That's where CUDA really comes alive in the biggest systems that are out there.
  • ▶ 17:46 Brad Gerstner To me, you know, when you think about that, in the first instance, right, I think it didn't make a lot of sense, but then when you really started thinking about it, he said there's a trail of infra behind the infrastructure that's already… 4 times in the scene

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 4 mentions

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod Mar 21, 2024 · 1 mention

  • ▶ 1:18:28 Brad Gerstner Now expanding on the CUDA stack with a totally new inference, uh, software cluster called NIMS.
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