Nvidia H20

part of NVIDIA

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2025 by Brad Gerstner · said 21 times in 5 episodes since 2025 · across every show →

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brought up most by Brad Gerstner (17), Bill Gurley (4)

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Everything said about Nvidia H20, oldest first

Apr 24, 2025 neutral
Assertion Supported
Gerstner: Huawei AI chips already surpass Nvidia's H20 performance
“And we just unilaterally disarmed around that in a way that doesn't even advantage us against Huawei because their chips are already surpassing the H.”
Brad Gerstner Apr 24, 2025 ▶ 45:19 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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