nvidia-h100, every mention

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every year anyone Alex Kantrowitz 22Greg Brockman 3Suhail Doshi 2Matt Garman 2Dwarkesh Patel 2Saagar Enjeti 1RJ Scaringe 1Reid Hoffman 1M.G. Siegler 1Ed Zitron 1

Verbatim, from the transcripts: the passages where nvidia-h100 comes up

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Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky Aug 12, 2026 · 2 mentions

  • ▶ 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. 2 times in the scene

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick Aug 10, 2026 · 1 mention

OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents Jul 1, 2026 · 2 mentions

  • ▶ 35:48 Greg Brockman You can see that with some of the prices that people are paying for each 100, right? 2 times in the scene

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

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo Jan 7, 2026 · 6 mentions

  • ▶ 41:31 Alex Kantrowitz One is that a GPU like the NVIDIA H 100 or the GB 200 will burn as hot as it possibly can for like two or three years and then effectively be useless like meltdown. 6 times in the scene

AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria Nov 17, 2025 · 4 mentions

  • ▶ 23:39 Alex Kantrowitz Right, Satya Nadella was on, uh, Dwarkesh's podcast this week in an interview with him, uh, and Dylan Patel from Semi Analysis, and he basically was talking about this, uh, a couple, what, a year ago, uh, two years ago, the, the H 100, uh,… 4 times in the scene

OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives? Sep 29, 2025 · 1 mention

  • ▶ 32:30 Alex Kantrowitz which is supposed to be more powerful than the Blackwell chip, which is obviously more powerful than the H-hundred, H-hundred series.

Are AI's Economics Unsustainable? — With Ed Zitron Jul 23, 2025 · 1 mention

  • ▶ 1:01:34 Ed Zitron Say that Google, there's, they mentioned that one H-one hundred can run one of their Gemini models, I forget which.

Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition Jun 18, 2025 · 1 mention

  • ▶ 23:17 Dwarkesh Patel Eventually you might just be able to train a GPT four level system in your basement with a couple of H 100, right?

The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic May 5, 2025 · 2 mentions

Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti Feb 19, 2025 · 1 mention

  • ▶ 28:57 Saagar Enjeti So a lot of people were passing around, uh, after the deep seek revelation, but that Alexander Wang clip where he was like, look, they obviously have more Nvidia H 100 than they can admit because they're going around export controls.

Reid Hoffman: Why The AI Investment Will Pay Off Jan 29, 2025 · 1 mention

How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler Jan 27, 2025 · 1 mention

  • ▶ 11:39 M.G. Siegler I think they were H 100, um, you know, before all the import restrictions came in and basically they had those servers up and running and, uh, you know, presumably they were.

AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy Dec 5, 2024 · 2 mentions

  • ▶ 16:10 Matt Garman And so, you run inference today on H-one hundreds, H-two hundreds, or you run inference today on training twos or training ones.
  • ▶ 18:10 Matt Garman Uh, an H-one hundred, and so that's a, that's a pretty big win for, for customers.

Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe Nov 20, 2024 · 1 mention

  • ▶ 15:37 RJ Scaringe And of course that training takes a lot of, you know, H 100 and it's a lot of compute, but, um, but that's what we're building.

Decoding the NVIDIA Trade - With Michael Batnick Jun 26, 2024 · 1 mention

  • ▶ 17:14 Alex Kantrowitz So Meta, as Meta, which said this year, it's going to go from 350 to 650,000 NVIDIA H 100 GPUs or equivalent, which is an incredible increase, right?

AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel May 15, 2024 · 1 mention

  • ▶ 21:40 Dwarkesh Patel You believe the scaling laws, and you believe the, um, you can, like, just look at how much energy does an H 100 consume, then you can look at every generation, how much cheaper, uh, or how much less energy, because of, um, efficiency…

AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential May 1, 2024 · 1 mention

Predicting AI’s Next Advances — With Suhail Doshi Mar 20, 2024 · 2 mentions

  • ▶ 49:01 Suhail Doshi I mean, I think he talked about having 350,000 H 100 by the end of the year or something like that. 2 times in the scene

NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro Feb 28, 2024 · 2 mentions

Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research Jan 24, 2024 · 2 mentions

  • ▶ 41:51 Alex Kantrowitz Uh, we also spoke when we really had some fun conversations when we met the first time we spoke with the, I think chief technology officer of Nvidia and Mark just announced that you have 350,000 Nvidia H-one hundred 2 times in the scene
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