NVIDIA, every mention
101 scenes (2025), the whole family · ← back to NVIDIA
tap a year for its mentions
every year 2025 anyone Brad Gerstner 361Bill Gurley 110Jensen Huang 60Dylan Patel 42Sunny Madra 14Clark Tang 7Satya Nadella 5Michael Dell 3Sundeep Madra 1Gavin Baker 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 16:02 Apoorv Agrawal Quarter trillion being spent on NVIDIA on the semi side of things.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:44 Brad Gerstner You know, I was thinking about, I started at NVIDIA's GTC, you know, just hit five trillion dollars.
- ▶ 12:06 Brad Gerstner 1.4 trillion over the next four or five years with, you know, big commitments, five hundred million to Nvidia, three hundred million to AMD and Oracle, two hundred fifty billion to Azure.
- ▶ 43:13 Satya Nadella We now have GB 300 bringing, you know, that we're bringing up. 2 times in the scene
- ▶ 43:16 Satya Nadella 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.
- ▶ 50:24 Brad Gerstner Do you see anything going on like the AMD deal, you know, where they traded 10% of their equity and, you know, for a deal or the Nvidia deal again,
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:56 Brad Gerstner If I look at the NVIDIA deal as an example, Bill, NVIDIA has the opportunity to invest, though not the obligation to invest. 9 times in the scene
- ▶ 49:56 Brad Gerstner From a kid's perspective, it's going to look like I own a little bit of Microsoft, and I own a little bit of, of, uh, United Healthcare, and Nvidia, and whatever.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 0:27 Jensen Huang Welcome to Nvidia.
- ▶ 3:39 Brad Gerstner They're going to build 10 gigs, and if they used NVIDIA for those 10 gigs, that could be upwards of four hundred billion in revenue. 3 times in the scene
- ▶ 8:55 Brad Gerstner But of the 25 sell-side analysts on Wall Street who cover your stock, if I look at the consensus estimate, it basically has your growth flatlining starting in twenty-twenty-seven. 5 times in the scene
- ▶ 10:35 Jensen Huang Let me give you three points to think through, and, and these three points, uh, it'll help you, um, hopefully, uh, be more comfortable with NVIDIA in this future. 6 times in the scene
- ▶ 27:19 Jensen Huang That is one gigantic, massive market that we're going to move to, but you need, you need a, you need a, you know, everything that NVIDIA does requires acceleration layers and requires, you know, domain specific data processing. 10 times in the scene
- ▶ 29:54 Brad Gerstner And the reality is, if you guys don't do your jobs and keep up with, you know, if Vera Rubin doesn't turn into a good chip, they can go get other chips and put them in these data centers. 3 times in the scene
- ▶ 31:24 Brad Gerstner You then had a massive upgrade, which required, you know, significant data center overhaul with Grace Blackwell in 20, 25.
- ▶ 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
- ▶ 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
- ▶ 40:16 Jensen Huang But for NVIDIA, we could do that because our architecture is so proven. 6 times in the scene
- ▶ 46:06 Jensen Huang X-AVI CPUs, ARM CPUs, NVIDIA GPUs. 5 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
- ▶ 55:35 Brad Gerstner I think NVIDIA will likely be the first 10 trillion dollar company, and I would, I've been here long enough, it wasn't that long ago, just a decade ago, as you well remember, that people said there could never be a trillion dollar company. 3 times in the scene
- ▶ 57:07 Brad Gerstner And we talked about Colossus I and what he, you know, what he was doing there, standing up a couple 100,000, you know, at the time, H-one hundreds, H-two hundreds in a coherent cluster. 2 times in the scene
- ▶ 57:07 Brad Gerstner And we talked about Colossus I and what he, you know, what he was doing there, standing up a couple 100,000, you know, at the time, H-one hundreds, H-two hundreds in a coherent cluster.
- ▶ 57:19 Brad Gerstner You know, which may be 500,000 GBs, um, millions of H-one hundred equivalents in a coherent cluster.
- ▶ 59:05 Brad Gerstner The president has said that you and NVIDIA are critical to, ah, US, you know, national security. 3 times in the scene
- ▶ 1:08:20 Brad Gerstner We forced Nvidia out of China, which has allowed Huawei to accelerate on the back of monopoly profits within China. 5 times in the scene
- ▶ 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
- ▶ 1:15:27 Jensen Huang Of course, it's, it's not as good as Blackwell, and, and I get that.
- ▶ 1:30:41 Brad Gerstner Give them a thousand bucks in great companies like Nvidia.
- ▶ 1:31:33 Brad Gerstner And your company has agreed to add to the accounts of not only the kids who work for your employees, but maybe even kids of others. 3 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 Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:40 Brad Gerstner Remember, Nvidia stock plummets, everybody in Washington's talking about it.
- ▶ 27:03 Brad Gerstner If you look at this one out of Elon talking about the x.ai goal is fifty million in units of H-one hundred equivalent, and Clark Tang on my team tweeted something that broke that down, which showed that that reflected something like
- ▶ 32:06 Bill Gurley You look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code Two, where they're, they're not keeping up with the, the NVIDIA purchases relative to their AWS share, and so there are a few companies that are back… 2 times in the scene
- ▶ 59:04 Brad Gerstner We know the retaliation that, you know, where, where H-twenties were cut off in terms of NVIDIA's chips back to China.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 19:48 Brad Gerstner So has Nvidia.
- ▶ 55:15 Michael Dell I mean, when, when NVIDIA releases a reference design, um, it, it's kind of a reference design. 3 times in the scene
- ▶ 56:53 Brad Gerstner You're launching the GB 300 right now. 3 times in the scene
- ▶ 1:02:01 Brad Gerstner What is your, you know, when you look at just kind of the relative distribution between, you know, kind of the custom ASICs world, what you see happening across, you know, folks like AMD and NVIDIA, um, you know, there's obviously a lot of… 5 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 22:55 Brad Gerstner Slide 27, Bill, is I know a slide you wanted to talk about when we talk about these new hyperscalers, and what you did here is you were mapping up cloud revenue market share to the share of NVIDIA GPUs.
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.
- ▶ 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.
- ▶ 39:15 Brad Gerstner It keeps them in that CUDA ecosystem, allows NVIDIA to compete, and I think slows down their ability to run the table around the rest of the world. 5 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:37 Brad Gerstner It's in collaboration with NVIDIA and OpenAI and Oracle. 2 times in the scene
- ▶ 16:55 Brad Gerstner This is going to be in a ton of business for companies like NVIDIA, companies like AMD, folks who are suppliers to those companies.
- ▶ 28:16 Brad Gerstner And remember, we still have a ban on the export of H-Twenty.
- ▶ 28:22 Brad Gerstner So there are no chips currently being sold by Nvidia into China. 5 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:24 Brad Gerstner We retaliated or at least implemented an export ban of our own last week on NVIDIA chips we'll get into.
- ▶ 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.
- ▶ 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
- ▶ 25:51 Brad Gerstner It's China's competitor to the GB.
- ▶ 26:25 Brad Gerstner They no longer have to compete with CUDA, uh, and, and Nvidia in China, even though we were sending them the H-Twenty was a nerfed chip, right? 4 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
- ▶ 28:34 Brad Gerstner I don't think we should be sending GB 200 or cutting edge chips to China.
- ▶ 29:05 Brad Gerstner There was some insinuation last week that Jensen was intentionally, right, skirting all of this, you know, these rules around China, and that there was, you know, maybe 30 or 40% of all their sales were going into China. 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
- ▶ 32:38 Bill Gurley So, I'm sure Jensen's miffed that his company's become a pawn in this game. 4 times in the scene
- ▶ 33:43 Brad Gerstner Like they didn't fight the fact that they weren't selling GB 200 to China. 2 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. 5 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
- ▶ 52:44 Bill Gurley We were just talking about AI and NVIDIA. 5 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 8:43 Brad Gerstner He mentioned Nvidia, Apple, TSMC, SoftBank, OpenAI in his remarks.
- ▶ 52:58 Brad Gerstner I think today, they had some announcements of, of this deal with Google, where they're gonna provide NVIDIA Grace Blackwells through, uh, through CoreWeave. 2 times in the scene
- ▶ 53:08 Brad Gerstner So Google's gonna be buying a bunch of NVIDIA chips through CoreWeave. 4 times in the scene
- ▶ 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…
- ▶ 59:27 Brad Gerstner There's still a lot of A-one hundreds in use in the world today.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 2:16 Brad Gerstner And then the last couple of days I've been at, uh, down at GTC, the big Nvidia developer event, you know, while there's a lot of uncertainty in the world, um, you know, I'm super bullish on where all of this is headed.
- ▶ 2:16 Brad Gerstner And then the last couple of days I've been at, uh, down at GTC, the big Nvidia developer event, you know, while there's a lot of uncertainty in the world, um, you know, I'm super bullish on where all of this is headed.
- ▶ 8:38 Brad Gerstner BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference.
- ▶ 41:21 Brad Gerstner Uh, what I said to Gavin as I was on my way out is, you know, hands in the air in prayer position to give thanks that this is an American company. 4 times in the scene
- ▶ 43:20 Brad Gerstner So what came out of GTC that's, that's the same or different than what we knew? 2 times in the scene
- ▶ 43:37 Brad Gerstner NVIDIA's trading at about 20 times, uh, next year's consensus earnings estimates. 10 times in the scene
- ▶ 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
- ▶ 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
- ▶ 56:03 Brad Gerstner Do you have any points of view or any thoughts about what we should be doing with regard to, uh, you know, those things, uh, and NVIDIA? 8 times in the scene
- ▶ 58:01 Brad Gerstner There are a lot of people who were around the rim at, at, at GTC, and they are very worried about tariffs.
- ▶ 1:19:31 Brad Gerstner You got Nvidia trading at 20 times, uh, earnings.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 37:40 Bill Gurley And if I owned Nvidia, my number one concern.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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.
- ▶ 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.
- ▶ 18:31 Bill Gurley If you, you know, are trying to compete with NVIDIA, um, you know, with, with a TPU or a non-GPU, we've talked about all these companies before, or, you know, we, we're an investor in a company called Fireworks.
- ▶ 47:52 Brad Gerstner So that would be a tax on, on the NVIDIAs and AMDs and, and, and others, and it would be a tax on Meta and Amazon and all the folks that would have to, have to pay that tax, which, which likely means that you get less chips purchased and…
- ▶ 1:07:52 Bill Gurley The paper originally said six million was just for the post training, and somebody interpreted that as the whole thing, and then it led to, but, but a lot of people then, I would say a lot of Nvidia bulls ran out and said, no, no, no, they… 6 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:02 Bill Gurley And it lists key initial technology partners are Microsoft, Nvidia, Oracle, and OpenAI.
- ▶ 9:19 Brad Gerstner They're almost saying that it's a ruse, that the announcement was just a bunch of BS, but if we break it down, let's assume they started on this three months ago, and let's assume that they were able to secure 250,000 GPUs out of, out of,…
- ▶ 10:46 Brad Gerstner Let's assume that they could secure, I don't know, two million GPUs from NVIDIA.
- ▶ 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.
- ▶ 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.
- ▶ 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.
- ▶ 22:16 Bill Gurley I mean, the, the person that is probably, you know, most obviously impacted by this is Jensen and NVIDIA. 3 times in the scene
- ▶ 29:48 Brad Gerstner So here's a situation where even with deprecated chips, you know, they don't have cutting edge chips out of Nvidia.
- ▶ 32:29 Brad Gerstner You know, we'll have you back when we can spend a couple hours together because you're such a, you know, a thought leader having spent so much time at NVIDIA and now running ARM as most people know. 2 times in the scene
- ▶ 36:06 Brad Gerstner Um, I know you're, you know, you're embedded in the GB 200, but maybe just share with everybody else the role you play. 4 times in the scene
- ▶ 38:08 Brad Gerstner This operating shell that everything runs through, but that the actual compute, the offload is going to go largely to open AI or a hundred percent, uh, you know, to open AI, that the inputs are going to be coming from you guys and NVIDIA… 3 times in the scene
- ▶ 52:33 Brad Gerstner Um, there's a very insidious piece, uh, regulation, again, under the guise of being tough on China that I think is really gonna slow down American AI, and this is a framework for artificial intelligent diffusion, and it was promulgated by…
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:04 Brad Gerstner If you look at Nvidia, it peaked at 66 times. 2 times in the scene
- ▶ 23:20 Brad Gerstner Remember, I, I, I give this quote in, in two, in 2000, or in 20, 23, you had 26 analysts on Wall Street covering NVIDIA.
- ▶ 25:37 Brad Gerstner I mean, you saw NVIDIA release some models, which is the packaging of LLAMA models to make them easier for some customers of NVIDIA. 2 times in the scene
- ▶ 34:33 Bill Gurley Obviously NVIDIA is the biggest one, but who, who else is a recipient here? 11 times in the scene
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