NVIDIA GB200

part of NVIDIA

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Satya Nadella · said 10 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Brad Gerstner (9), Satya Nadella (1)

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2025 10 mentions in 4 episodes 3 per episode

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 4 mentions · from 25:51
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 4 mentions · from 36:06
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention · from 43:16
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 1 mention · from 57:19
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about NVIDIA GB200, oldest first

Oct 31, 2025 positive

Disclosure

Nadella: Microsoft is currently bringing up NVIDIA GB300 hardware

“We now have GB 300 bringing, you know, that we're bringing up. So you don't want to have ordered a bunch of GB 200 that are getting plugged in only to find the GB two, 300 are in full production.”

Satya Nadella Oct 31, 2025 ▶ 43:13 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod

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NVIDIA GB200

Mentions by year

Everything said about NVIDIA GB200, oldest first

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