The Ledger
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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.”
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…”
Huang: Software updates make Hopper GPUs 2x to 4x better over time
“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 to be really effectiv…”