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.
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Huang: xAI Brought 100,000-GPU Cluster from Delivery to Training in 19 Days
“NVIDIA, NVIDIA's infrastructure and computing infrastructure and all that technology, to training, 19 days.”
Huang: The AI industry will with certainty require millions of GPUs
“If you just did that math and you compound it with, you add, you compound that with four X per year, On model size and computing size. And then on the other hand, demand continues to grow in usage. Do we think that we need millions of GPUs? No doubt. Yeah, tha…”
Huang: xAI Brought a 100k GPU Cluster Online in 19 Days
“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”
Huang: Elon Musk will likely build a gigawatt AI cluster first
“I would not be surprised if he gets to a gigawatt before anybody else does.”
Huang: OCI, OpenAI, and SoftBank have contracted 5 to 7 gigawatts
“The second is the OCI build out. And I think there's some five, six, seven gigawatts about to be built out. And so working with OCI and OpenAI and SoftBank to build that out. Those projects are contracted.”
Huang: Alibaba CEO Eddie Wu plans to 10x data center power by 2030
“Eddie, last night, Eddie Wu at Alibaba said, between now and the end of the year, and excuse me, now and the end of the decade, they're going to increase their data center power by 10 X, right?”
Huang: NVIDIA Lowered Marginal Compute Costs by 100,000x Over 10 Years
“You know, a lot of this is happening because we drove the marginal cost of computing down by a 100,000 X over the course of 10 years.”
Huang: A 100,000-GPU Cluster Is Easily the Fastest Supercomputer on Earth
“A 100,000 GPUs, that's, you know, easily the fastest supercomputer on the planet. That's one cluster.”
Huang: Data processing at Snowflake and Databricks runs mostly on CPUs
“Data processing represents the vast majority of the world's CPUs today. It still completely runs on CPUs. You know, if you go to Databricks, it's mostly CPUs. If you go to Snowflakes, mostly CPUs. SQL processing at Oracle, mostly CPUs. Everybody's using CPUs t…”
Huang: A One-Gigawatt AI Data Center Requires 400,000 to 500,000 GPUs
“When your customers deploy a gigawatt, that's a, you know, 400,500 thousand GPUs. Getting 500,000 GPUs to work together is a miracle.”
Huang: NVIDIA does not force customers into bundled full-rack systems
“We don't require anybody to buy everything from us. We don't require that they buy the full rack. They could buy a chip. They could buy a component. They could buy our networking. They could buy our, we have customers buying only our CPU. You know, just buy ou…”
Huang: NVIDIA partnered with Intel despite historic rivalry
“And notice, we just did the ultimate deal. Right. Partnering with Intel. A company that spent most of its life trying to put us out of business. And I had no trouble partnering with them.”
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…”