GB200
also referred to as: gb 200
includes GB200 NVL72
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 23, 2025 by Rene Haas · across every show →
Everything said about GB200, oldest first
Jan 23, 2025 bullish
Haas: The Base CPU for Stargate AI Data Centers Will Be ARM
“And every data center whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role. And whether that is going to be what we are part of today, which is GB 2…”
Apr 24, 2025 negative
Gerstner: The U.S. should not export cutting-edge AI chips to China
“I don't think we should be sending GB 200 or cutting edge chips to China. I think that there's a legitimate national interest in, you know, quote unquote, staying out in front on AI. I think there's a debate to be had about that. That's where I come down on th…”