The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Gerstner: AWS Trainium Chip Cannot Compete With Nvidia's Hopper or Blackwell
“I think Tranium is not even competitive with Hopper, let alone with where Blackwell is today.”
Patel: NVIDIA is cutting Blackwell margins to compete with custom ASICs
“Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our margin, too, somewhat, beca…”
Huang: NVIDIA could not design Hopper, Blackwell, or Rubin chips without AI agents
“Our cyber security system today can't run without Without our own agents. We have agents helping to design chips. Hopper wouldn't be possible. Blackwell wouldn't be possible. Ruben don't even think about it.”
Patel: Nvidia Blackwell costs over twice as much to manufacture as Hopper
“The cost to make Blackwell is north of two X that of the cost to make Hopper, right?”
Gerstner: Nvidia has 3.6M Blackwell GPU orders from top 4 US CSPs
“The top four cloud providers in the United States and what the year over year order was, you know, hoppers, 1.3 million hopper GPUs to the top four CPUs or CSPs and comparing like time frame. He said, we've done, you know, 3.6 million Blackwell GPUs so far thi…”
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”