NVIDIA Hopper, every mention

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every year anyone Brad Gerstner 13Jensen Huang 6Dylan Patel 1

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

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 7 mentions

  • ▶ 31:24 Brad Gerstner You then had a massive upgrade, which required, you know, significant data center overhaul with Grace Blackwell in 20, 25. 4 times in the scene
  • ▶ 52:19 Jensen Huang Let's pretend Hopper, Hopper's an amazing chip, an amazing system. 3 times in the scene

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 57:11 Brad Gerstner The one thing I'd tell you about the depreciation argument as it relates to this company is, you know, a lot of people push on, you know, there's a statement by Jensen at GTC that, you know, hoppers may not have value because Grace…

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 5 mentions

  • ▶ 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,… 5 times in the scene

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 1 mention

  • ▶ 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.

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention

  • ▶ 1:22:42 Dylan Patel Three-month, six-month deals at way better pricing than even the four-month or the four-year, three-year deals that you used to have for Hopper, right?

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 2 mentions

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 3 mentions

  • ▶ 17:41 Jensen Huang 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… 2 times in the scene
  • ▶ 59:42 Jensen Huang Hopper wouldn't be possible.
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