NVIDIA Blackwell, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where NVIDIA Blackwell comes up

loading…

▶ 33:50 Jensen Huang Between Hopper and Blackwell, we increased, because of MVLink's 72, right, 30 x in one year. 2 times in the scene
▶ 1:15:27 Jensen Huang Of course, it's, it's not as good as Blackwell, and, and I get that.

▶ 38:55 Brad Gerstner It still provides a big gap to where the U.S. frontier chips are the Blackwell, 203 hundred, but it is competitive in the Chinese market.

▶ 48:34 Brad Gerstner Blackwell is 40 times more capable than Hopper was, and the, the demand is off the charts, and so, you know, notwithstanding that fact, I think the market's checking them at the gate, and they're saying, we'll believe it when we see it,… 4 times in the scene

▶ 12:23 Brad Gerstner They're not going to have access to Blackwell that is, you know, two to three X improvement on top of the Hopper series, which already exists.

▶ 16:28 Brad Gerstner That those GPUs, which are much more powerful, Blackwell, um, and eventually Rubin GPUs will be the equivalent, um, to millions of H-one hundreds.

▶ 9:33 Dylan Patel 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? 2 times in the scene
▶ 14:16 Dylan Patel 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… 2 times in the scene
▶ 1:04:00 Dylan Patel It's a commodity in that sense, but because reasoning requires so much more memory, and the cost of goods sold of an H 100 to Blackwell, the percentage of cost to HBM has grown faster than the percentage of cost to leading edge silicon,…

▶ 10:19 Brad Gerstner Um, and interesting, they call Blackwell demand staggering.

▶ 1:05:14 Brad Gerstner Certainly we could see Blackwell doesn't get its production levels up.

Turn any episode into a week of clips.