Nvidia H20, every mention
9 scenes · ← back to Nvidia H20
tap a year for its mentions
every year anyone Brad Gerstner 17Bill Gurley 4
Verbatim, from the transcripts: the passages where Nvidia H20 comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:08:55 Brad Gerstner The president said, you know, after, after kind of the ban on H-twenties, now we have a situation where you can sell, you know, chips to China, but there's a 15% export tax. 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 47:06 Brad Gerstner We need to sell H-twenties and B-thirties into China.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 38:30 Brad Gerstner So one of the concerns we had about the H-twenty was that there was too, too much high bandwidth memory on it.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 28:16 Brad Gerstner And remember, we still have a ban on the export of H-Twenty.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:52 Brad Gerstner On April fifth, China implemented this rare earth ban, and then we reciprocated last week of the ban on all NVIDIA H-Twenty chips, uh, going to China.
- ▶ 25:31 Brad Gerstner And he's saying, ah, you know, but in fact, what we did last week is the US did ban H-twenties going to China, and this was a pretty controversial move. 3 times in the scene
- ▶ 28:22 Brad Gerstner There's some countries that will never have the capacity to build said nuclear arsenal, but the fact of the matter is China is so close in this regard with respect to the H-twenties. 4 times in the scene
- ▶ 32:22 Bill Gurley That the same people that push the H-Twenty want to, you know, put even more restrictions on ASML, which is a Dutch company, or fine TSMC for building Huawei chips. 4 times in the scene
- ▶ 43:53 Brad Gerstner Well, just as an example, I, I, I think, I think NVIDIA sold, you know, 12 or fifteen billion dollars worth of H-twenties. 4 times in the scene