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Blackwell

also referred to as: blackwell chips

6 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Oct 16, 2024 by Josh Brown · said 7 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (4), Matt Garman (1), Lauren Goode (1), Josh Brown (1)

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0011.523202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 5 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Blackwell, oldest first

Oct 16, 2024 bullish
Assertion Supported
Josh Brown: Nvidia stated Blackwell chips are sold out for 12 months
“They just told us they sold out of Blackwell chips for 12 months.”
Josh Brown Oct 16, 2024 ▶ 1:07:46 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Oct 23, 2024 bullish
Assertion Not checkable as stated
Ives: Asian supply checks show 15-to-1 demand for NVIDIA Blackwell
“In Asia, we just, it was 15 to one demand to supply. Four months ago, it was 12 to one.”
Dan Ives Oct 23, 2024 ▶ 35:10 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Dec 5, 2024 bullish
Assertion Supported
Garman: Nvidia Blackwell delivers about 2.5x compute performance of H100
“I think we were expecting about two and a half times the compute performance out of the Blackwell chip that you get out of an H-one hundred”
Matt Garman Dec 5, 2024 ▶ 18:02 AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
Dec 5, 2024 bullish
Disclosure
Garman: AWS to launch Blackwell-based EC2 P6 instances in early 2025
“We're going to announce that the P six, which is the Blackwell based instance that's coming early next year.”
Matt Garman Dec 5, 2024 ▶ 17:54 AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
Jan 29, 2025 neutral
Prediction Not checkable as stated
Hoffman: Nvidia Blackwell Delays Would Slow AI Development But Not Stop It
“If they can't get their year olds up and produce it, that will be a, you know, concerning thing for NVIDIA and will slow down some of, you know, kind of AI's development because the faster chips in a dense environment is actually, in fact, instrumental and hel…”
Reid Hoffman Jan 29, 2025 ▶ 26:43 Reid Hoffman: Why The AI Investment Will Pay Off
Oct 13, 2025 negative
Assertion Supported
Oracle Lost Nearly $100 Million Renting Nvidia Blackwell Chips in Three Months
“In the three months that ended in August, Oracle lost nearly a hundred million from the rentals of NVIDIA's Blackwell chips.”
Alex Kantrowitz Oct 13, 2025 ▶ 35:28 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
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