NVIDIA
includes NVIDIA H100, NVIDIA H20, NVIDIA Hopper, NVIDIA Blackwell, NVIDIA GB200, NVIDIA GTC, NVIDIA GB300, NVIDIA B100, NVIDIA Grace Blackwell, NVIDIA Vera Rubin, NVIDIA H200, NVIDIA A100 and 6 more
142 statements across 26 episodes · 87 bullish · 23 bearish · 8 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 605 times in 40 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (361), Bill Gurley (110), Jensen Huang (60), Dylan Patel (42), Sunny Madra (14), Clark Tang (7), Satya Nadella (5), Michael Dell (3)
tap a year for its mentions
2026 13 mentions in 1 episode
2025 265 mentions in 17 episodes 16 per episode
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 9 more episodes that year, every mention in 2025 →
2024 327 mentions in 22 episodes 15 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
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- 14 more episodes that year, every mention in 2024 →
Everything said about NVIDIA, oldest first
Jan 25, 2024 neutral
Jan 25, 2024 neutral
Gerstner: Tech trades at 36% premium to 10-year average while software lags
“The blue line represents tech. This is the Q's. We're trading at about a 36% premium to the ten-year average. I just showed you software. Software is still trading at a discount because people are more skeptical of software, but when you look at the Q's, Nvidi…”
Jan 25, 2024 bullish
Gerstner: Microsoft, Nvidia, and Meta PEG ratios trade in line historically
“The big three, what I call Microsoft, NVIDIA, and Meta, You know, they too are trading at a premium, about a 14% premium, but if you look at their peg ratio, this is growth adjusted on the bottom of that slide, right? They're basically trading in line with whe…”
Feb 22, 2024 bullish
Gerstner: GCC sovereign AI compute orders will rival hyperscalers
“And I think what people still don't appreciate is they're probably dozens of sovereigns who are trying to get into the NVIDIA order book, and that they view it as one of their top three national priorities to build out AI capabilities. And I think the size you…”
Feb 22, 2024 bearish
Gurley: There is no chance of competing simultaneously with TSMC and Nvidia
“And then some of them, and I, once again, I don't know that there was an exact quote, but the idea that you're going to build a fab is And compete, you're gonna compete with TSMC and NVIDIA at the same time. Like, no chance. Like, no chance.”
Feb 22, 2024
Gerstner: Tech stock gains in early 2024 are concentrated in Meta and Nvidia
“Meta, Nvidia up 30, 40% even with the pullback that we had today. But the truth is the Nasdaq hasn't really moved that much. I mean, I think we're up three or four percent through today. If you look at the median stock, I think it's up about one percent.”
Feb 22, 2024 neutral
Feb 22, 2024 neutral
Gerstner: Google trades at the lowest P/E and growth rate among MANG peers
“This is the 23 through 25 expected growth rates. 14% for Microsoft, 12% for Amazon. 42% for NVIDIA and 11% for Google. So Google's already expected out of those four to be growing at the slowest rate. But then what's interesting, if you come down here, To the …”
Feb 22, 2024 bullish
Feb 22, 2024 bullish
Mar 7, 2024 bullish
Mar 7, 2024 bearish
Gerstner: OpenAI Should Rename to ChatGPT and Focus on Google
“If I was Sam Altman running OpenAI, I think I might rename the company ChatGPT and just focused on the multi-trillion dollar opportunity to replace Google, right? Because I think winning at both, beating Google at consumer and beating Microsoft at enterprise y…”
Mar 7, 2024 neutral
Gerstner: Next-Gen AI Frontier Models Will Arrive in Q2 2025
“All the rest of the frontier models are kind of in this holding pattern because they're waiting for the B 100 to get launched to this Q three, Q four out of Nvidia. Which probably means the next iteration of the frontier models will come out in Q two of next y…”
Mar 7, 2024 bullish
Mar 7, 2024 bullish
Gerstner: Nvidia 2023 data center revenue beat initial consensus by over 4x
“At the start of last year, the consensus estimate of the smartest people covering Nvidia day to day was that the data center revenue was going to be twenty two billion for the year. Right. Guess what it ended up being? Ninety six billion.”
Jun 22, 2024 neutral
Gerstner: Nvidia and Magnificent Six drove 10% of S&P's 14% return
“So far this year, NVIDIA is responsible for five percent of the S&P 500 returns. The other MAG six are responsible for five percent, and then the other 493 companies in the S&P 500 are responsible for four percent of the 14% year to date returns.”
Jun 22, 2024 bullish
Gerstner: Nvidia's earnings multiple remained flat despite 10x stock surge
“In the case of Cisco, the earnings multiple more than tripled during that period of time. But in this case, because of the earnings growth of Nvidia, the earnings multiple has been flat despite the fact that the stock is up nearly 10 X.”
Jul 11, 2024 positive
Jul 25, 2024 negative
Gerstner: Hyperscalers stopped M&A to fund buybacks, dividends, and Nvidia chips
“We've been in this period in Silicon Valley for four years where companies just stopped, like, they may have sent their M&A teams to the beach for all I know. There just has not been a lot of activity, certainly among the hyperscalers relative to what had exis…”
Aug 9, 2024 neutral
Sep 25, 2024 bullish
Sep 25, 2024 neutral
Gerstner: Nvidia's 2025 stock hinges on shipping 6M versus 4.5M GPUs
“You know, we're kind of at, You know, six million GPUs for next year. The bearish people are at like four and a half million. Like the numbers will ultimately tell if they do six million next year, the stock's going higher. If they do four and a half million, …”
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Huang: NVIDIA delivers 2x-3x performance and cost improvements every single year
“We're trying to build a brand new one every single year, and every single year we deliver two or three times more performance. As a result, every single year, we reduce the cost by two or three times. Every single year, we improve the energy efficiency by two …”
Oct 13, 2024 bullish
Huang: $1T in legacy data center infrastructure must be modernized in 4-5 years
“And we just know that we have a trillion dollars with the data centers that we have to modernize. And so right now as we speak, if we were to have a trajectory over the next four or five years to modernize that old stuff, that's not unreasonable.”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Huang: The AI industry will with certainty require millions of GPUs
“If you just did that math and you compound it with, you add, you compound that with four X per year, On model size and computing size. And then on the other hand, demand continues to grow in usage. Do we think that we need millions of GPUs? No doubt. Yeah, tha…”
Oct 13, 2024 bullish
Huang: Almost every software application will be highly machine-learned in the future
“Almost every single application, Word, Excel, PowerPoint, Photoshop, Premiere, you know, AutoCAD. You give me your favorite application. That was all hand, hand engineered. I promise you it will be highly machine learned in the future.”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Oct 13, 2024 positive
Huang: The entire data center is now the fundamental unit of computing
“The data center is now the unit of computing. To me, when I think about a computer, I'm not thinking about that chip. I'm thinking about this thing. That's my mental model, and all the software, and all the orchestration, all the machinery that's inside.”
Oct 13, 2024 bullish
Oct 13, 2024 positive
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…”
Oct 13, 2024 bullish
Huang: The new market for AI factories will probably reach a few trillion dollars
“So there's a whole layer of computing fabric, a whole layer of what I call AI factories that the world has to make that doesn't exist today at all. So the question is how big is that? Unknowable at the moment, probably a few trillion dollars.”
Oct 13, 2024 neutral
Huang: Parallel processing favors transistor volume over individual transistor speed
“Serial processing requires every transistor to be excellent. Parallel processing requires Lots and lots of transistors to be more cost effective. I'd rather have 10 times more transistors, 20% slower. Than 10 times less transistors, 20% faster.”
Oct 13, 2024 bullish
Huang: Models built on NVIDIA run on NVIDIA without modification
“If you built it on this architecture, Without any consideration, it will run on this architecture, ok? You could still go and optimize it for other architectures, but at the very minimum, since it's already been architect, you know, built on NVIDIA, it will ru…”
Oct 13, 2024 positive
Huang: cuDNN revolutionized deep learning by powering frameworks like PyTorch
“So we revolutionized deep learning because of our domain specific library called QDNN. Without QDNN, nobody talks about QDNN because it's one layer underneath PyTorch and, you know, and TensorFlow and back in the old days, CAFE and Theano and now Triton, and t…”
Oct 13, 2024 positive
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 neutral
Oct 13, 2024 negative
Oct 13, 2024 bearish
Oct 13, 2024 bullish
Gerstner: Arm is well positioned to challenge NVIDIA on edge AI compute
“The orthogonal competitor Peels off a lot of the AI on the edge, and I think ARM's incredibly well positioned to do that. Clearly, NVIDIA's got ARM embedded now in a lot of their you know, in a lot of their Grace Blackwell, etc. But that to me would be one are…”
Oct 13, 2024 bullish
Gerstner: Huang believes NVIDIA can triple revenue with 25% headcount growth
“He thinks they can three X, you know, the top line of the business while only adding 25% more humans because they can have a 100,000 autonomous agents doing things like building the software, doing the security, and that he becomes really a prompt agent, not o…”
Oct 13, 2024 neutral
Gurley: NVIDIA customer concentration may increase as AI training costs escalate
“And there may be, if that trajectory remains true, you could have an evolution where customer concentration increases for NVIDIA over time rather than going the other way, depending on how, you know, if Sam's right that they're gonna spend a hundred, Billion o…”
Oct 13, 2024 bearish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Gurley: NVIDIA's competitive advantage is strongest at massive system scale
“NVIDIA's competitive advantage is strongest where the size of the system is largest, which is another way of saying what Renee said. It's flipping it on its head. It's not to say it's weak on the edge, but it's super powerful when you put a whole bunch of them…”
Oct 13, 2024 bullish
Madra: NVIDIA's internal AI productivity gains for chip design exceed 100%
“I really, you know, been thinking a lot about Jensen's point in the pod about, you know, how much AI they're using internally for design, design verification for all those pieces. Right. And I think, you know, it's not 30%. I actually think sort of that's an u…”
Oct 13, 2024 positive
Gerstner: NVIDIA's CUDA library has over 300 industry-specific acceleration algorithms
“The CUDA library now has over 300 industry specific acceleration algorithms, right? Where they deeply learn the industry, right? So whether this is synthetic biology or this is image generation, or this is autonomous driving, they learn the needs of that indus…”
Oct 13, 2024 bullish
Gurley: NVIDIA has 65% operating margins while growing over 100%
“You have a company at a 3.3 trillion market cap that's still growing over a hundred percent a year, and the margins are insane. I mean, 65% operating margins. There's only like five companies in the S&P 500 at that level, and they certainly aren't growing at t…”
Oct 13, 2024 bearish
Madra: Fewer developers will touch CUDA long-term, weakening NVIDIA's software moat
“I think there's going to be fewer people touching that. And I do think that's a point where they're the moat is not as strong as a longer term, as you say, and think about like, you know, the way the analogy that I would go with is like, think about the number…”
Oct 31, 2024 bearish
Nov 21, 2024 bullish
Gerstner: 2025 AI model gains will increasingly come from post-training and inference
“So I think at least As we look at 2025 for NVIDIA, for the supply chain, and for the model companies themselves, we think we're going to continue to see improvements in the models. It won't all come from pre-training. We think there's an increasing amount comi…”
Nov 21, 2024 positive
Nov 21, 2024
Nov 27, 2024 positive
Dec 23, 2024 bullish
Dec 23, 2024
Gerstner: Jensen projected $1T in new AI and CPU replacement workloads
“And for the first time, he said, not only are we going to have a trillion dollars of new AI workloads over the course of the next four years he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over …”
Dec 23, 2024 bearish
Dec 23, 2024 positive
Patel: NVIDIA's primary differentiation comes from deep supply chain integration
“I would say for differentiating, NVIDIA has primarily focused on supply chain things, which, you know, might sound like, oh, well like, yeah, they're just like ordering stuff. No, no, no, no. You have to work deeply with the supply chain to build the next gene…”
Dec 23, 2024 neutral
Dec 23, 2024 bullish
Patel: NVIDIA is cutting Blackwell margins to compete with custom ASICs
“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…”
Dec 23, 2024 bullish
Dec 23, 2024 positive
Dec 23, 2024 bullish
Dec 23, 2024 bullish
Dec 23, 2024 bullish
Patel: Broadcom is building an NVSwitch competitor for AMD and others
“Broadcom is making a Competitors to that, that they will cede to the market, right? Multiple companies will be using that. Not just, you know, AMD will be using that competitor to NVSwitch, but they're not making it themselves because they don't have the skill…”
Dec 23, 2024 positive
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“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. …”
Dec 23, 2024 bullish
Patel: AWS Trainium2 offers highest HBM capacity and bandwidth per dollar
“Their whole thing at reInvent, if you really talk to them when they announced Trinium II and our whole post about it and our analysis of it is, like, supply chain-wise, this is, looks, you know, you squint your eyes, this looks like an Amazon Basics TPU, right…”
Dec 23, 2024 neutral
Dec 23, 2024 positive
Patel: NVIDIA's Jensen Huang only plans 12 to 18 months ahead
“Well, the funny thing is a lot of people at NVIDIA will say Jensen doesn't plan more than a year or year and a half out. Because they change things and they'll deploy them out that fast, right? No semi, every other semiconductor company takes years to deploy, …”
Dec 23, 2024
Dec 23, 2024 positive
Dec 23, 2024 bearish
Patel: AMD lacks software talent and refuses to fund internal GPU clusters
“AMD is really good, but they're missing software. AMD has no clue how to do software, I think. They've got very few developers on it. They won't spend the money to build a GPU cluster for themselves so that they can develop software.”
Dec 23, 2024 neutral
Dec 23, 2024 bullish
Gerstner: NVIDIA trades around 30 P/E compared to Cisco's 2000 peak
“Cisco, you know, 2000 and we'll show it on the pod, but you know, they peaked at like a 120 PE. Right. And yeah, you know, if you look at the fall off that occurred in revenue and in EBITDA, you know, and then it had 70% compression in the priced earnings mult…”
Dec 23, 2024 bullish
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”
Dec 23, 2024 neutral
Patel: A quarter of Nvidia shipments could provide Llama-7B to humanity
“If you take one quarter of NVIDIA shipments and you said all of them are going to inference Lama-Seven-B, you can give every single person on earth a hundred tokens per minute, right? Or sorry, a hundred tokens per second. You give every single person on earth…”
Dec 23, 2024 bullish
Patel: Cisco was fueled by speculative debt whereas NVIDIA is cash-backed
“Cisco's revenue, a lot of it was funded through private-slash-credit investments into building out telecom infrastructure, right? When we look at NVIDIA's revenue sources, very little of it is private-slash-credit, right? And in some cases, yes, it's private-s…”
Jan 11, 2025 bullish
Jan 11, 2025 neutral
Jan 11, 2025 neutral
Jan 11, 2025 negative
Jan 11, 2025 bullish
Jan 11, 2025 bullish
Jan 11, 2025 bullish
Jan 11, 2025 bullish
Gerstner: Big Tech Valuations Are Not in a Bubble
“I look at that and I say, does, is that a bubble? Right? Does this feel like a bubble? I say, no. It's not as good a deal as you got at the start of 23. And it's not as good a deal as you got to start at 24, but if we achieve the growth expectations we expect …”
Jan 23, 2025 bearish
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…”
Jan 23, 2025 bullish
Jan 23, 2025 negative
Gerstner: Commerce Department AI diffusion rule will slow down American AI
“There's a very insidious piece regulation, again, under the guise of being tough on China that I think is really gonna slow down American AI, and this is a framework for artificial intelligent diffusion, and it was promulgated by the Department of Commerce, an…”
Feb 5, 2025 positive
Feb 5, 2025 bearish
Gerstner: Semiconductor tariffs will slow US AI research and hurt tech leadership
“So that would be a tax on, on the NVIDIAs and AMDs and others, and it would be a tax on Meta and Amazon and all the folks that would have to pay that tax, which likely means that you get less chips purchased and less AI research, right? So if our number one go…”
Mar 2, 2025 bearish
Mar 21, 2025 bearish
Mar 21, 2025 bearish
Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”
Mar 21, 2025 bearish
Mar 21, 2025 neutral
Mar 21, 2025 bullish
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…”
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…”
Apr 24, 2025 neutral
Gerstner: Nvidia H20 chip sales generate $2B to $3B in US tax revenue
“Fifteen billion in sales of H-twenties, right? That probably results in, you know, eight, nine billion dollars of earnings, you know, back to NVIDIA. You tax that at a corporate rate, that's two or three billion dollars to the U.S. Treasury.”
Apr 24, 2025 negative
Apr 24, 2025 neutral
Apr 24, 2025 negative
Apr 24, 2025 positive
May 22, 2025 bullish
May 22, 2025 bullish
Gerstner: Abu Dhabi Announced 5GW AI Campus with Nvidia, OpenAI, Oracle
“In Abu Dhabi, they announced a five gigawatt USAI, you know, it's a UAE USAI campus. It's an incredible architectural campus. It's in collaboration with NVIDIA and OpenAI and Oracle. And think of it as almost like a global Stargate. So to put that perspective,…”
Jun 20, 2025 bullish
Gerstner: Jensen Huang plans to triple Nvidia's size using AI agents
“He said, Brad, I'm going to three X the company and our headcount may not grow or only grow a little bit. And I said, how? He said, because I'm going to have agents who are reporting to me. I'm not going to have employees who are.”
Jul 10, 2025 neutral
Dell: Custom ASICs gain share at hyperscalers, but customer count remains small
“I think for the larger model companies and hyperscalers certainly custom ASICs are gaining a lot of share. And when you have control over the workload and you can you know, take the time to optimize your workload you know, that's certainly going to be a part o…”
Jul 10, 2025 positive
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 neutral
Sep 26, 2025 positive
Huang: Hyperscalers support NVIDIA's direct purchasing deals with AI labs
“But they would like to have the same direct relationship with us, direct working relationship, and direct purchasing relationship. Meta, just as what Zuck and Meta has with us it's exactly a direct. Our relationship with between us and Sundar and Google, direc…”
Sep 26, 2025 positive
Huang: NVIDIA is partnering directly with OpenAI to self-build infrastructure
“This new partnership is about helping OpenAI, working, partnering with OpenAI to build their own self-build AI infrastructure for the first time. And so this is us working directly with OpenAI at the chip level, at the software level, at the systems level, at …”
Sep 26, 2025
Huang: Chipmakers must co-design six to eight chips annually to beat wafer costs
“Wafer costs are getting higher, which means that unless you do co-design at an extreme scale, you're just not going to be able to deliver the x-factor growth, number one, number, and so you know, unless you, unless you're working on six, seven, eight chips a y…”
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 positive
Sep 26, 2025 positive
Sep 26, 2025 neutral
Sep 26, 2025 positive
Huang: Hyperscalers have consistently underforecasted GPU demand for years
“Now what's, what's going on, of course, is that every one of their forecasts that they provide us, it turns out to have been wrong. Because they under forecasted, and so now we're always in a scramble mode, and so we've been in the scramble mode now for, you k…”
Sep 26, 2025 bullish
Sep 26, 2025 neutral
Sep 26, 2025 positive
Huang: NVIDIA does not force customers into bundled full-rack systems
“We don't require anybody to buy everything from us. We don't require that they buy the full rack. They could buy a chip. They could buy a component. They could buy our networking. They could buy our, we have customers buying only our CPU. You know, just buy ou…”
Sep 26, 2025 bullish
Huang: NVIDIA is hiring across the board as AI boosts productivity
“My engineers, every one of them use AIs continuously, and we're hiring more engineers, we're hiring more people, we're hiring across the board. The reason for that is because we have more ideas. We can now go pursue more ideas. The reason for that is because o…”
Sep 26, 2025 bullish
Sep 26, 2025
Sep 26, 2025
Huang: Startups should capture entire nascent markets rather than entering mature ones
“You're supposed to create a startup before the market grows. You're not supposed to come up as a startup when the market's a trillion dollars large. You know, this fallacy, and all VCs know this fallacy that a large market, if you could just take a few percent…”
Sep 26, 2025 bearish
Gerstner: Wall Street consensus projects NVIDIA growth dropping to 8% in 2027
“But of the 25 sell-side analysts on Wall Street who cover your stock, if I look at the consensus estimate, it basically has your growth flatlining starting in twenty-twenty-seven. Eight percent growth twenty-twenty-seven through twenty-thirty, ok?”
Oct 14, 2025 bullish
Oct 14, 2025 bearish
Jun 11, 2026 bullish
Baker: NVIDIA is highly likely to dominate open-source AI
“I do think NVIDIA is highly likely to be the world's dominant provider of open source AI, and I do think Jensen will bring open source, you know, right now it's, whatever, six months behind the frontier. We might see it creep closer and closer and closer”
Jun 11, 2026 positive
Huang: xAI Brought a 100k GPU Cluster Online in 19 Days
“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”