Nvidia
includes NVIDIA H100, NVIDIA Blackwell, NVIDIA A100, NVIDIA Omniverse, NVIDIA Cosmos, NVIDIA NeMo, NVIDIA Vera Rubin, NVIDIA Hopper, NVIDIA DRIVE, NVIDIA H20, NVIDIA H200, NVIDIA Rubin and 18 more
138 statements across 59 episodes · 75 bullish · 24 bearish · 39 people on the record · first statement Jul 4, 2023 by Bill McDermott · said 1,040 times in 126 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (759), M.G. Siegler (52), Ranjan Roy (22), Max Cherney (20), Ed Zitron (20), Michael Batnick (11), Danny Shapiro (10), Brian Venturo (10)
tap a year for its mentions
2026 329 mentions in 51 episodes 6 per episode
- Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- The Right Way To Build AI Agents — With NVIDIA's Adel El Hallak and ServiceNow's Joe Davis
- 43 more episodes that year, every mention in 2026 →
2025 408 mentions in 51 episodes 8 per episode
- NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
- OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- Are AI's Economics Unsustainable? — With Ed Zitron
- Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- 43 more episodes that year, every mention in 2025 →
2024 272 mentions in 19 episodes 14 per episode
- Decoding the NVIDIA Trade - With Michael Batnick
- NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Predicting AI’s Next Advances — With Suhail Doshi
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- 11 more episodes that year, every mention in 2024 →
2023 31 mentions in 5 episodes 6 per episode
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- every mention in 2023, scene by scene →
Everything said about Nvidia, oldest first
Jul 4, 2023 bullish
McDermott: Generative AI is an undeniable secular shift driving enterprise tech
“And if you believe like I do, that this is now a secular movement that's undeniable. And one that will fundamentally change the enterprise, then you'd have a bull case on NVIDIA and all companies in the enterprise that can be generative AI market leaders.”
Sep 6, 2023 bullish
Ramaswamy: Nvidia's Graphics Architecture Perfectly Positioned It for AI Dominance
“The same things that made them really good for doing graphics processing, which is a lot of You know, fairly simple operations done at massive scale. You know, graphics processing is like drawing a lot of triangles on your screen. But the same thing and matrix…”
Oct 25, 2023 bearish
McCullough: GPU Startups Could Provide Alternatives to AWS and Incumbent Clouds
“There are these new startups that have access to the Nvidia chips that are creating sort of sort of new cloud offerings I've been hearing from a lot of people that, like, this could provide the opening for people to get a wedge against the traditional, because…”
Dec 14, 2023 neutral
Gelsinger: Nvidia got lucky on AI because AI workloads resemble graphics
“Yeah, and it very much is that way, and Jensen and I, you know, we've known each other for 35 years, you know, this general purpose workload, and we always are adding more capabilities to the CPU, but over here, it was always just go really fast for graphics, …”
Dec 14, 2023 bullish
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Dec 14, 2023 bullish
Gelsinger: Intel's AI business is approximately doubling growth rate quarter-over-quarter
“We're now seeing our growth rate and quarter to quarter, we approximately doubled the growth rate, you know, but we're still small market share, you know, today, but we're rising quickly because customers are looking for alternatives, you know, today because t…”
Dec 14, 2023 bullish
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Jan 24, 2024 positive
Pineau: Meta is actively exploring building custom silicon chips for AI
“We will definitely be exploring some of that. Yes. Yes. I mean, we built a lot of hardware for reality labs. We have some specific needs and, you know, as much as we, you know, look at that for the AR VR devices, there's also a great group doing some of that i…”
Feb 28, 2024 bullish
Feb 28, 2024 positive
Feb 28, 2024
Catanzaro: Training data and compute matter more than AI model architecture
“The model is less important than the data. And the compute that goes into training the model. If you have a model that has really excellent compute properties that allows you to scale really well, efficiently to, you know, many thousand of GPUs, the kinds of r…”
Feb 28, 2024
Feb 28, 2024
Mar 20, 2024 negative
Mar 20, 2024 neutral
Doshi: AI companies would leave NVIDIA if cheaper compute alternatives existed
“It's not CUDA that's keeping, I think, keeping a lot of us. It's actually that there is nothing really dramatically better than NVIDIA's GPUs. And so if there's nothing dramatically better than, I mean, the reality is the cost for training and inference are so…”
May 9, 2024 positive
May 15, 2024 bullish
Jun 26, 2024 bullish
Jun 26, 2024 negative
Batnick: Missing Nvidia hurts Cathie Wood's innovation fund credibility
“She sold it before the run and listen, she has a difficult job, but to make matters worse, like she never got back on and there was a lot of opportunity for her to do so. And when you market yourself as the innovation fund and you miss the biggest innovation o…”
Jun 26, 2024 neutral
Jun 26, 2024 bullish
Jun 26, 2024 bearish
Batnick: Nvidia will never match Apple's portfolio ubiquity as a brand
“No, no, it can't. I think the reason why Apple became so ubiquitous in portfolios across America is because the brand, the products became so ubiquitous across America. I don't know what the average American has in their house in terms of the iPhone, maybe an …”
Jun 26, 2024 bullish
Batnick: Nvidia got cheaper during its run as EPS sextupled
“So Nvidia has gotten cheaper. Over the course of the run, because the fundamentals have outrun even the incredible share price. So over the last, so last year Nvidia earned a dollar nine. That was her earnings per share. Over the last 12 months, it's done six …”
Jun 26, 2024 positive
Jun 26, 2024 neutral
Jun 26, 2024 neutral
Jun 26, 2024 neutral
Batnick: A 13% three-day drop is normal for high-growth stocks
“What happened over the last three days is abnormal in terms of the market cap losses, but for a company that's doubled and doubled again and doubled again or whatever the performance has been, for it to lose 13% in three days is completely normal. I mean, that…”
Jun 26, 2024 neutral
Batnick: Only 14 S&P 500 companies exceed Nvidia's $430B three-day loss
“There's 14, there's 14 companies in the S&P 500 that are bigger than the market cap that was raised in three days. That's it. Only 14 companies are more than four to thirty billion dollars. That's as big as MasterCard and it did it in three days.”
Jun 26, 2024 neutral
Kantrowitz: AI spending will slow without step-change gains in 18 months
“And from everything that I hear, it's going to be the next 18 months that will basically decide, like, if they do 18 more months of development of these models within OpenAI, within Anthropic, within Microsoft, and Meta, and don't see sort of step change incre…”
Jun 26, 2024 positive
Jun 26, 2024 neutral
Jun 26, 2024 bullish
Jul 31, 2024 positive
Shapiro: NVIDIA operates with dynamic virtual teams rather than rigid org charts
“Kind of come second, and in fact, the notion of the group is kind of dynamic, and we really don't have much of an org chart in the company. Jensen says the mission is the boss, and so we have these virtual teams. There's a lot of cross-functional work that goe…”
Jul 31, 2024 positive
Jul 31, 2024 positive
Shapiro: NVIDIA's in-car AI avatars will train exclusively on vehicle data
“So as we think about having some kind of an avatar in the car, that's your concierge, we're going to train it specifically on everything to do with that car brand, that car model. And the kinds of things that you would want to do in the car. So it's not necess…”
Jul 31, 2024 positive
Jul 31, 2024
Shapiro: NVIDIA uses LLMs to turn accident reports into AV simulations
“The other thing that we can do is we can take accident reports and now using these large language models, we can input these accident reports and be able to create scenarios from a text input explaining what happened or if there's a map or something like that.”
Jul 31, 2024 positive
Shapiro: NVIDIA can train regional LLMs on localized traffic laws
“The technology is there so that we can train it on what are the laws of a particular region? I mean, the signs, the light signals, the lane markings in different regions of the country or around the world. Differ quite a bit, and so basically creating these la…”
Jul 31, 2024 positive
Shapiro: Mercedes-Benz and BMW use NVIDIA digital twins to simulate factories before construction
“Companies like Mercedes-Benz, like BMW are working with our teams
to develop this factory as a digital twin first, so it's a full simulation of the entire factory, all the robots, the workers, the assembly lines, the trucks pulling up, the, you know, logistic…”
Jul 31, 2024 positive
Mercedes, Jaguar Land Rover, and Volvo are integrating NVIDIA driving tech
“We're bringing it into vehicles like Mercedes, like Jaguar, Land Rover vehicles, like Volvos, and a number of other brands all over the world are integrating NVIDIA technology to enable much safer driving on the streets before we get to a fully autonomous.”
Aug 30, 2024 bearish
Oct 16, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Dec 5, 2024 positive
Dec 5, 2024 bullish
Dec 5, 2024 positive
Dec 5, 2024 bullish
Jan 27, 2025 bearish
Jan 29, 2025 positive
Jan 29, 2025 neutral
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…”
Feb 5, 2025 positive
Feb 5, 2025 bullish
Lebaredian: Humanoid robots will take off first in industrial sectors
“We believe that the first place we're going to see general purpose robots like the humanoid robots really take off is in the industrial sector because of two things.
One, the demand is great there because we have the shortage of workers.
and also because
…”
Feb 5, 2025 bullish
NVIDIA VP: Film studios will adopt AI world models for faster, cheaper VFX
“What we're building with AI, with generative AI, and particularly with world foundation models, that once we get to the point where they really understand, ah, the depth of the physics that they need to produce something like Planet of the Apes, once we have t…”
Feb 5, 2025 bullish
Feb 5, 2025 bullish
Lebaredian: NVIDIA Cosmos Is a Different Class of AI From Video Generators
“What we're doing with cosmos it's, It is really a different class of AI than video generators. You can use it to generate videos, but the purpose is different. It's not about generating beautiful imagery or interesting imagery as for art. This is about simulat…”
Feb 5, 2025 bullish
Lebaredian: NVIDIA trains physical AI models with video and 3D simulation
“We're not just going to describe with words, how, what happens when you drop a piece of paper. We're going to give these models other senses. During the learning process. So they'll, they'll watch watch videos of paper dropping. We can also give it more, more …”
Feb 5, 2025 positive
Feb 5, 2025 positive
Feb 5, 2025
Feb 5, 2025 bullish
Lebaredian: AI Physics Understanding Will Unlock Most Robotics Applications in a Few Years
“At this point, I believe in a few years, we're going to get to a level of a physics understanding with our AIs that are, that's going to unlock, you know, the majority of the applications we need to apply them in, in robotics.”
Feb 5, 2025
Lebaredian: Over 650 NVIDIA employees reached a 20-year tenure
“When he got to 20, there were more than 650 people that were at twenty-year. Now, earlier I had said, when I joined the company, there were about a thousand people. So this means that most of the people That were there when I started at NVIDIA were still there…”
Feb 5, 2025
Lebaredian: NVIDIA has worked towards Cosmos for about a decade
“We've been working towards Cosmos For probably about 10 years, we envisioned that eventually this new technology that had formed with deep learning, that that was going to be the critical technology necessary for us to create robot brains.”
Feb 5, 2025 bullish
Lebaredian: Making AI more efficient will increase overall compute demand
“I think intelligence is something that is probably the most endless of all, all computing problems. If we can throw more compute at the problem, we can make more intelligence and do it better and better. So making, making AI more efficient, Will just increase …”
Mar 14, 2025 bearish
Kantrowitz: Volatility wiped $1.57 trillion off Magnificent Seven stocks in early 2025
“An astonishing 1.57 trillion wiped off the magnificent seven since the start of 2025. The volatility in the tech sector has wiped that amount off of the magnificent seven's valuation. Nvidia saw the biggest decline in the group having lost five hundred and thi…”
Apr 8, 2025 bullish
Apr 8, 2025 positive
Apr 8, 2025 bullish
Parker: Nvidia has 15-20% downside and 80-100% upside over 2-3 years
“I'm looking at, if I'm looking at this thing, I'm thinking, all right, maybe it has 15 to 20% downside and 80 to a hundred percent upside and a two to three year view for the best company with like a genius CEO and a product area that grows above GDP.”
Apr 8, 2025 bearish
May 5, 2025 neutral
May 5, 2025
May 14, 2025
Jun 3, 2025 bullish
Kantrowitz: NVIDIA Q1 revenue hit $44B, up 69% despite China restrictions
“The company's revenue reached forty-four billion for the first fiscal quarter, for its first fiscal quarter. A 69% increase That was curtailed, so limited to just a 69% increase that was curtailed by Washington's new limits on China chip sales.”
Jun 18, 2025 bearish
Jun 25, 2025 bullish
Lee: Nvidia's 30x Earnings Valuation Is Reasonable Compared to 1990s Toyota
“You know, NVIDIA is not crazy today, you know, because it's 30 times earnings, which is not a premium. I mean, Toyota traded at 40 times earnings for years in the nineties just making cars, and NVIDIA is not making a car. You know, they're making a really diff…”
Jul 14, 2025 bullish
Levie: Nvidia hitting $400B in revenue and a $10T valuation is realistic
“To be worth 10 trillion dollars, you probably want, you know, three hundred billion in profit, let's say. And so with their margins, that means that, you know, they're doing four hundred billion in revenue. Like, that's totally not crazy. 405 hundred billion i…”
Jul 16, 2025 bearish
Sep 8, 2025 bearish
Sep 23, 2025 neutral
Costica: DeepSeek's database leak was a typical cloud exposure, not an exotic exploit
“It was a very, ah, what I would say, typical exposure that exposed a lot of sensitive data, but yet, ah, if we look historically, there were similar incidents, for instance, with Microsoft releasing a token that had access to sensitive data in, you know, a buc…”
Sep 29, 2025 neutral
Roy: AI slowdown would trigger tech unwind, not systemic financial crisis
“I don't think so. Mainly because exactly as you said a moment ago, it's still a concentrated group of companies that have benefited so far. So the actual unwind would still be within those companies. There's already been plenty of companies that have been, you…”
Sep 29, 2025 bearish
Sep 29, 2025 neutral
Oct 1, 2025 positive
AI datacenters will undergo a massive shift to liquid cooling by 2027
“Well, I think one of the biggest changes that's happening right now from a data center perspective, and you're seeing this with the latest NVIDIA GPUs, and I think you're going to see this in a more profound way over the next two years is the shift from air-co…”
Oct 1, 2025 positive
Oct 1, 2025 positive
Oct 6, 2025 bearish
Siegler: Minor AI slowdown could trigger systemic debt collapse
“If a slowdown happens in, in several of, on several of these fronts on any number of, sorry, I should say on any one of these, like several fronts that are going right now, it can start like, it seems like it would start a cascading effect that would potential…”
Oct 13, 2025 negative
Nov 6, 2025 bearish
Siegler: An Nvidia earnings miss could trigger a cascading market selloff
“Even if everything goes great for all of these companies, if something just happens in the macro markets and like causes Nvidia to slip on earnings one quarter, you see like this cascading effect. It's not hard to see. Like you can see how all of a sudden they…”
Nov 24, 2025 bearish
Roy: Nvidia's accounts receivable are rising while cash conversion decreases
“One of the things I kept seeing popping up was if you dig one level lower accounts receivable for Nvidia are actually significantly higher than the typical past quarters. Free cash flow is decreasing or cash conversion of their actual sales. Like all these kin…”
Nov 25, 2025 positive
IFS Explores Nvidia Jetson and Metropolis for AR Field Guidance
“We're exploring with the use of NVIDIA, Jetson technology and the Metropolis platform to give augmented reality to those technicians so that when the technician is performing a task, you know, with that edge-based chip and an LLM that can go onto that chip, st…”
Nov 28, 2025 neutral
Groq CFO Edwards: AI Hardware Industry Remains Strictly Supply-Constrained
“I think we're still seeing the industry as supply constrained. And so it's not a case of NVIDIA or Grok or pick your chip manufacturer, but how do all of us deploy as much capacity as needed in order to serve all of these use cases?”
Dec 23, 2025 bullish
Dec 23, 2025 bullish
Dec 24, 2025 bullish
Jan 7, 2026 neutral
Intrator: NVIDIA invested $350M across two rounds while CoreWeave raised $25B
“NVIDIA has made two investments in CoreWeave. They made an investment of a hundred million dollars. And then they made an investment of and that was early, that was in the B round, I believe. .
Brian Venturo: At a two billion dollar valuation.
Michael Intrator…”
Jan 13, 2026 bullish
Jan 13, 2026 positive
Jan 20, 2026 bullish
Amon: Qualcomm is building post-GPU chips for data center inference
“So we're building what we believe is post-GPU. When you started to do inference and you need the dedicated engines, We're building that. I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I thi…”
Feb 2, 2026 bullish
Feb 3, 2026 neutral
Feb 3, 2026 bearish
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Feb 3, 2026 neutral
Feb 9, 2026 bearish
Roy: Nvidia's Valuation Will Take a Hit If OpenAI Flops
“He does need open AI to succeed. He does like Nvidia at the current valuation and story needs all these like AI to just be an unquestioned success and open AI. If it completely flops, even if a lot of that value accrues to a Google or Microsoft, I really think…”
Feb 23, 2026 neutral
Levie: Nvidia relies on chip supply, not equity, to influence OpenAI
“They don't need to own a percentage of open AI. Like that's like, they need to sell chips to open AI. And so really they just need to ensure that they've got a very strong, you know, relationship that is, is sort of very sturdy and supporting the broad tailwin…”
Feb 23, 2026 bullish
Mar 9, 2026 neutral
Huang says Nvidia's investment in OpenAI might be its last
“Jensen Wong said the thirty billion dollars that he and NVIDIA invested in OpenAI might be the last. Why? Is it because he doesn't trust Sam Altman, or is it because, you know, he doesn't believe in the technology? No. He says the reason for that is because th…”
Mar 16, 2026 positive
Alex Kantrowitz: Jensen Huang successfully projects a relatable everyman persona despite wealth
“He comes off in a way, even though he's one of the richest men on the planet, kind of as an everyman. He doesn't have these. He's clearly, he has an ego. I mean, you're running a company like that. You have an ego, but he's humble.”
Mar 23, 2026 positive
Mar 23, 2026 positive
Kantrowitz: Jensen Huang Can Become the Steve Jobs of AI
“He has a chance to be sort of the Steve Jobs of AI, and maybe he's already there, but you know, he can be the visionary that explains and makes the, like we were saying last week, someone's got to make a case for this technology and do it well, because the pol…”
Mar 25, 2026 positive
Apr 1, 2026 bullish
Brockman: Massive Scale AI Training Requires Concentrated Compute Clusters
“Well, because the, there's multiple reasons but one is that even as the balance of how much inference versus training changes, that you cannot get massive scale training Through any other way besides this concentration of compute on one problem.”
Apr 20, 2026 negative
Apr 20, 2026 negative
Apr 20, 2026 neutral
Kantrowitz: NVIDIA acqui-hired top talent from inference chipmaker Groq
“Remember, they acquired, ah, the, or they, the Aqua higher-zitioned the top talent from Grok, not Elon's Grok, but this Grok company that's meant for inference, and that was one of the big answers for them in in their GTC conference this year.”
Apr 27, 2026 positive
May 11, 2026 neutral
SpaceX leases entire 300MW Colossus One compute capacity to Anthropic
“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”
May 26, 2026 positive
ServiceNow and NVIDIA publish enterprise benchmarks for frontier model labs to train on
“One of the things we haven't talked about is we work together to actually publish benchmarks that the frontier models then use to train on to make those use cases that we jointly care about that are really focused on enterprise use cases better for our enterpr…”
May 26, 2026 positive
May 26, 2026 positive
El Hallak: ServiceNow Is Making 20 Autonomous Agents Available Alongside Project Arc
“Kind of a super exciting part about our partnership with ServiceNow is they talk about 20 autonomous agents that they've, you know, they're making available. These are in addition to these, you know, to project arc.”
May 26, 2026 positive
NVIDIA OpenShell AI sandboxes strictly enforce deny-by-default access permissions
“The default is no. When you spin up OpenShell, the default at runtime for an agent running in a sandbox is an, you are explicitly giving it access to very specific, you know, processes or actions that it wants to take.”
May 26, 2026 neutral
May 26, 2026 neutral
May 26, 2026 positive
NVIDIA's El Hallak: AI agents require multi-model architectures, not single models
“Agents are not a single model, right? We fundamentally believe that agents are made up of a, of an array of different models. Some proprietary models, some open source models that have been customized or post-trained, as they say, right? And so that's ultimate…”
May 26, 2026 positive
El Hallak: NVIDIA OpenShell Governs Agent Permissions and Routing at Runtime
“And we have a, an open source secure runtime that's just between the infrastructure and the agent. And what it does is it defines what an agent can do at runtime. What it has access to, what it can read to, what it can read from, what it can write to what AP, …”
May 26, 2026 bullish
Jun 26, 2026 neutral
Jun 26, 2026 bearish
Cherney: Nvidia has run out of growth avenues outside China
“Nvidia has run out of places to grow. They can't sell to any more countries. They can't sell to any more hyperscalers. They can't sell to any more. Even they're going after the enterprise market, which is messy and complicated and difficult to actually make a …”
Jun 26, 2026 neutral
Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
“They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip. So I think maybe publicly they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of…”
Jun 26, 2026 bullish
Brockman: Nvidia H100 prices are up despite being previous-gen hardware
“You can see that with some of the prices that people are paying for each 100, right? Hoppers are, you know, kind of, you know, not, not obsolete, right? But they're a previous gen chip and nor in any normal situation, we're not totally supply constrained. No o…”
Jun 26, 2026 bullish
Jul 10, 2026 bearish
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Jul 10, 2026 bearish
Jul 10, 2026 bearish
Gardizy: Non-NVIDIA Chips Often Need Financial Backstops for Data Center Entry
“And in the instances that I'm seeing where there are non Nvidia chips, it's because of some sort of financial backstop. So I do wonder how much how long that will have to keep being the case, because that will definitely hinder non Nvidia chips if they need Sp…”
Jul 10, 2026 neutral
Jul 10, 2026 neutral
Aug 3, 2026 neutral
Aug 3, 2026 neutral
Aug 5, 2026 positive
Cahn: Nvidia has avoided aggressive price hikes despite high market leverage
“Nvidia stocks barely moved this year, even though these high-flying beta companies are going crazy because they're raising price. Jensen isn't being insane on price. He probably could have been. He hasn't been crazy on price.”