Nvidia Blackwell, every mention

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every year anyone Alex Kantrowitz 11Ed Zitron 2Reid Hoffman 1Lauren Goode 1Adam Parker 1

Verbatim, from the transcripts: the passages where Nvidia Blackwell comes up

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Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky Aug 12, 2026 · 1 mention

  • ▶ 14:57 Alex Kantrowitz You put, let's say a Nvidia H 100 in there three years later, it either fails, like you said, or you have to replace it with a black whale or a Reuben, whatever it might be.

Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble Jul 20, 2026 · 1 mention

  • ▶ 32:38 Alex Kantrowitz 14 nanometer nanometer Huawei toasters beating SpaceX AI with multiple data centers of Blackwell chips.

Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast Jun 26, 2026 · 1 mention

  • ▶ 47:18 Lauren Goode And so we had this big photo shoot set up, and I asked if I could tag along to the photo shoot because I just wanted 15 more minutes with him to ask him some follow up questions about Blackwell.

Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI Jun 8, 2026 · 1 mention

  • ▶ 37:05 Alex Kantrowitz No, I promise you, my real world experience of this would be waking up in a Tony Soprano bathrobe and walking out, getting the newspaper and seeing like racks and racks of graced black walls next to the fire hydrant.

AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria Nov 17, 2025 · 1 mention

  • ▶ 23:55 Alex Kantrowitz Now we're already talking about the, we've, Blackwell is deploying, there's another generation coming out, and the generation after that is, is underway via Rubin, which is going to make these H-

Are AI's Economics Unsustainable? — With Ed Zitron Jul 23, 2025 · 2 mentions

  • ▶ 1:00:32 Ed Zitron What happens if Microsoft's data center pullback means that they eventually finish, because I'm assuming that they are retrofitting Blackwell chips into, into their previous servers. 2 times in the scene

Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research Apr 8, 2025 · 1 mention

Reid Hoffman: Why The AI Investment Will Pay Off Jan 29, 2025 · 5 mentions

AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy Dec 5, 2024 · 3 mentions

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