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chip manufacturers

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 29, 2025 by Reid Hoffman · across every show →

Everything said about chip manufacturers, oldest first

Jan 29, 2025 positive
Assertion Not checkable as stated
Hoffman: 6-12 Month Delays Are Normal for Nvidia and Chipmakers
“It's actually not atypical. For either NVIDIA or chip manufacturers to sometimes be, you know to have six to 12 month error bars in, in the stuff they're doing”
Reid Hoffman Jan 29, 2025 ▶ 27:11 Reid Hoffman: Why The AI Investment Will Pay Off
Aug 3, 2026 neutral
Prediction Didn’t hold up
Beck: New chip generations demand 10x more power every ten months
“We know from all the chief manufacturers or designers, all the famous names that we're familiar with. Well, they're coming with new generations. Every 10 months, roughly now, and every 10 months the power is multiplied by 10, and that's becoming six months, an…”
Christophe Beck Aug 3, 2026 ▶ 21:02 How Much Water AI Data Centers Actually Use. And What Can Be Done About It. — With Christophe Beck
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