Hopper architecture

also referred to as: hopper

5 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Oct 13, 2024 by Jensen Huang · said 2 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Dylan Patel (1), Brad Gerstner (1)

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Everything said about Hopper architecture, oldest first

Oct 13, 2024 bullish
Assertion Not checkable as stated
Huang: NVIDIA could not design Hopper, Blackwell, or Rubin chips without AI agents
“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.”
Jensen Huang Oct 13, 2024 ▶ 59:34 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 positive
Assertion Supported
Huang: Software updates make Hopper GPUs 2x to 4x better over time
“Now, we also put a lot of energy into continuously reinventing new algorithms so that when the time comes, the Hopper architecture is two, three, four times better than when they bought it, so that, that you, that infrastructure continues to be really effectiv…”
Jensen Huang Oct 13, 2024 ▶ 17:41 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024
Assertion Supported
Patel: Nvidia Blackwell costs over twice as much to manufacture as Hopper
“The cost to make Blackwell is north of two X that of the cost to make Hopper, right?”
Dylan Patel Dec 23, 2024 ▶ 1:24:07 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 21, 2025 bearish
Opinion
Gerstner: AWS Trainium Chip Cannot Compete With Nvidia's Hopper or Blackwell
“I think Tranium is not even competitive with Hopper, let alone with where Blackwell is today.”
Brad Gerstner Mar 21, 2025 ▶ 54:35 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
Mar 21, 2025 bullish
Assertion Supported
Gerstner: Nvidia has 3.6M Blackwell GPU orders from top 4 US CSPs
“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…”
Brad Gerstner Mar 21, 2025 ▶ 52:33 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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