Nvidia, every mention
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every year anyone Alex Kantrowitz 759M.G. Siegler 52Ranjan Roy 22Max Cherney 20Ed Zitron 20Michael Batnick 11Danny Shapiro 10Brian Venturo 10Scott Guthrie 8Stephen Morris 7
Verbatim, from the transcripts: the passages where Nvidia comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 49:56 Alex Kantrowitz I guess Amazon to a degree has Tranium, but the TPUs have shown that they can be used to build real state-of-the-art models, and if you look at Google, so Google's market cap as we're speaking today, you know, is four trillion dollars, and… 3 times in the scene
- ▶ 52:46 Alex Kantrowitz Now they've released GPT-Six, Astra, Jensen Wang from NVIDIA has called it AGI, although folks, Jensen has said that we've reached AGI like months ago and nobody paid attention, but anyway, I'm not here to be the arbiter of that, but, uh,
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 4:45 Ranjan Roy You're instead going to invest some amount of cash or NVIDIA or all these others. 2 times in the scene
- ▶ 20:16 Ranjan Roy But the mania has been so strong, the FOMO of not being in the next, uh, whatever, Anthropic, or what NVIDIA on the public side, like, so 2 times in the scene
Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
- ▶ 57:23 Nick Bostrom Like it costs us like whatever an Nvidia rack costs a few 100,000 dollars.
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 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.
- ▶ 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.
- ▶ 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
- ▶ 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.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 10:04 M.G. Siegler They, they passed, and they were second company ever to do that after Nvidia, and they had actually jumped Nvidia to become number one again, and Google to become most valuable after losing it, I think, two years ago. 2 times in the scene
- ▶ 36:58 M.G. Siegler They beat out Nvidia a few years ago.
- ▶ 37:29 Alex Kantrowitz So you're not going to have the H-one hundred
- ▶ 39:43 M.G. Siegler Uh, you know, because so much of it is, is NVIDIA cost, uh, basically.
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 1:43 Alex Kantrowitz So if Nvidia sells fifty billion dollars in run rate GPU revenue by the end of the year, that implies an approximately one hundred billion dollars in cumulative data center expenditures. 2 times in the scene
- ▶ 37:19 unnamed speaker Nvidia's a five trillion dollar company. 2 times in the scene
- ▶ 54:52 Alex Kantrowitz NVIDIA, this is probably too glib, but I, I just wrote, uh, pray that inference isn't commoditized. 8 times in the scene
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 20:21 Reed Albergotti Of course, you know, those Chinese models still have to run on really expensive GPUs, so, like, doesn't change the game for, for Nvidia, 2 times in the scene
- ▶ 30:18 Alex Kantrowitz And NVIDIA decided to make a big strategic investment in them, five billion dollars, uh, for a company that doesn't have a product. 10 times in the scene
How Much Water AI Data Centers Actually Use. And What Can Be Done About It. — With Christophe Beck
- ▶ 10:41 Christophe Beck Interestingly enough, and we know the whole NVIDIA stories are based on GPUs more than the CPUs, which were related to graphics, to games back then, because we knew that those chips were super powerful, but using a lot of power and… 2 times in the scene
- ▶ 25:09 Christophe Beck It's a big debate, uh, right now, so we've all, um, heard as well, so NVIDIA and others, um, on social medias or in technology publications are saying, okay, we're gonna use chips with much warmer water.
How China Caught U.S. AI — With Grace Shao
- ▶ 17:33 Alex Kantrowitz But the exact opposite has happened this week, where, uh, you know, basically led by Jensen Wang, the NVIDIA CEO, uh,
- ▶ 25:17 Alex Kantrowitz Which I would say is even more remarkable given the fact that they can't get the latest Nvidia chips, right, so they have to work off of generations previous.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 27:47 Alex Kantrowitz When the SPV receives funds from the debt it raises, it makes payments to contractors and suppliers like NVIDIA for GPUs, and receives the revenue from the customer contract, assuming said customer is paying or has anything to pay for.
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 32:38 Alex Kantrowitz 14 nanometer nanometer Huawei toasters beating SpaceX AI with multiple data centers of Blackwell chips.
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- ▶ 9:18 Alex Kantrowitz Uh, CNBC talking about how he was going to build this open model, um, based, you know, uh, based off of NVIDIA that you would effectively use with his Palantir consultants to put the AI into action, right?
Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
- ▶ 3:40 Alex Kantrowitz So, you know, when you think about where the collapse might happen, a popular thing for people to discuss is, well, maybe Nvidia, which has been making such premiums on its hardware, it can't sustain it or it gets caught. 10 times in the scene
- ▶ 6:27 Lauren Goode No one at NVIDIA apparently had a brush.
- ▶ 7:51 Alex Kantrowitz You know, Nvidia, the common perception on Nvidia is their GPUs were great for training, but you can actually do the inference or the act of using a model on a variety of different chips. 16 times in the scene
- ▶ 10:21 Anissa Gardizy Um, so I think maybe publicly they're, they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of years on Vera Rubin.
- ▶ 16:46 Max Cherney I mean, it might be a legitimate concern in some sense, but Nvidia has run out of places to grow. 9 times in the scene
- ▶ 18:53 Max Cherney No, those leftover H-twenties that they were left. 2 times in the scene
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 48:05 M.G. Siegler Again, bringing down costs, and I think that they want to, they want to be the place that's a one-stop shop, and they'll have their frontier models, and they'll have everything on down to the open source, and let users decide, let…
OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
- ▶ 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
- ▶ 4:39 Alex Kantrowitz NVIDIA, which is powering all this, is at a five trillion dollar market cap.
- ▶ 45:03 Alex Kantrowitz So, you know, when you think about where the collapse might happen, a popular thing for people to discuss is, well, maybe Nvidia, which has been making such premiums on its hardware, it can't sustain it or it gets caught. 16 times in the scene
- ▶ 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.
- ▶ 51:45 Anissa Gardizy So I think maybe publicly they're, they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of years on Vera Rubin.
- ▶ 58:09 Max Cherney I mean, it might be a legitimate concern in some sense, but Nvidia has run out of places to grow. 8 times in the scene
- ▶ 1:00:16 Max Cherney No, those leftover H-twenties that they were left.
- ▶ 3:37:23 Greg Brockman You can see that with some of the prices that people are paying for each 100, right?
- ▶ 3:37:27 Greg Brockman Hoppers are, you know, kind of, you know, not, not obsolete, right?
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 35:31 Alex Kantrowitz So I promised you the next day there would be racks and racks of Vera Rubens on the curb in Brooklyn.
- ▶ 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.
- ▶ 54:44 Ranjan Roy There was that story that NVIDIA is going to pay people to, like, build data centers in their house or something. 2 times in the scene
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 12:30 M.G. Siegler Oh, Nvidia has a spark.
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 30:45 Ranjan Roy Nvidia put in a hundred billion into OpenAI. 2 times in the scene
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
- ▶ 49:44 Alex Kantrowitz Over the last five years, a group of 10,000 people about, uh, at Anthropic, OpenAI, XAI, NVIDIA, Meta, TBD, have hit retirement wealth above twenty million.
The Right Way To Build AI Agents — With NVIDIA's Adel El Hallak and ServiceNow's Joe Davis
- ▶ 0:10 Alex Kantrowitz Today, we are joined by Joe Davis, the EVP of AI Engineering and Delivery at ServiceNow, and Adel Halleck, the Vice President of Product Management, Agentic AI at NVIDIA. 4 times in the scene
- ▶ 4:06 Alex Kantrowitz Pneumotron has NVIDIA's models. 5 times in the scene
- ▶ 13:12 Joe Davis And that's really where NVIDIA comes in. 2 times in the scene
- ▶ 27:38 Adel El Hallak 90%, I heard, Bill McDermott said at GTC.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 2:13 Alex Kantrowitz Right now, we are a very thin layer on top of NVIDIA, and the IP is with OpenAI, and we have a P&L that will lose four billion next year. 3 times in the scene
PwC’s Dallas Dolen: AI Hardware’s Advantage, TokenMaxxing, Automation’s Impact
- ▶ 9:35 Alex Kantrowitz Um, and very interesting moment, uh, that I think, uh, sort of captures where we are on the Dworkish podcast with Jensen from NVIDIA, where, um, you know, Dworkish was talking to him about, uh, the fact that if you look at the world… 3 times in the scene
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 1:56 Alex Kantrowitz Using more than 220,000 NVIDIA GPUs by the end of the month, Anthropic said Wednesday.
Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- ▶ 21:39 Amit Zavery We're doing all of it end to end while connecting all these things together, and that's why if you look at Jensen from NVIDIA, it calls us the Enterprise Operating System.
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- ▶ 51:38 Dmitry Shevelenko What would, what would be a bad scenario is say that the best open source models, uh, their architecture is done in such a way where they don't run on NVIDIA chips. 3 times in the scene
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 21:51 Alex Kantrowitz The Apple chip versus the Nvidia chip will be very interesting. 7 times in the scene
- ▶ 50:31 M.G. Siegler And I think that there's other plays in here which are sort of tangential but related, including the big deal with NVIDIA, which is another interesting deal, right? 4 times in the scene
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 36:21 Alex Kantrowitz I mean, there are the Nvidia 3 times in the scene
- ▶ 36:23 Alex Kantrowitz Nemo models, which are open source, but outside of that, it's mostly a China thing.
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 21:57 Alex Kantrowitz Um, they, they also did something interesting, which is that they gave access to GPT, 5.5, to the entire company of NVIDIA. 3 times in the scene
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 0:00 Alex Kantrowitz Jensen Wong struggles to address NVIDIA's position on competition and export controls. 3 times in the scene
- ▶ 1:23 Alex Kantrowitz Uh, very quotable lines that NVIDIA CEO Jensen Wong had in a conversation with podcaster Dwarkesh Patel this week. 18 times in the scene
- ▶ 14:17 Ranjan Roy Like, this is one of the biggest questions facing NVIDIA, that there was export controls 7 times in the scene
- ▶ 45:52 Ranjan Roy I'm trying to, then you have like an NVIDIA where founder led, but years of maturity and development, and then they hit their stride in, in insanely successful ways.
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 5:37 Alex Kantrowitz Cisco, CrowdStrike, Google, NVIDIA, Microsoft, the Linux Foundation, Palo Alto Networks, JP Morgan Chase, Broadcom. 2 times in the scene
Should Software Companies Embrace AI or fight it? — With Asana Chief Product Officer Arnab Bose
- ▶ 18:36 Alex Kantrowitz I did like what Jensen from NVIDIA had to say recently, that if you're using AI for layoffs, you lack imagination.
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 34:12 Alex Kantrowitz So only NVIDIA, Apple, Alphabet, Microsoft, and Amazon would be bigger than it.
OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
- ▶ 36:07 Alex Kantrowitz Uh, NVIDIA CEO Jensen Wang said recently that he believes AGI has been achieved.
- ▶ 53:31 Alex Kantrowitz Do you still need the NVIDIA GPU if things move mostly to inference? 3 times in the scene
Is AI A Privacy Disaster? And How To Fight Back. — With Andy Yen
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 0:04 Alex Kantrowitz Nvidia's Jensen Wang comments on AI layoffs. 2 times in the scene
- ▶ 20:16 Alex Kantrowitz I mean, Jensen Wong, the NVIDIA CEO,
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 41:15 Alex Kantrowitz But the current, the current NVIDIA chips are actually, the current NVIDIA chips are actually being rented at prices higher from when they were, were bought.
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 0:04 Alex Kantrowitz Will Jensen Wong give the AI story a boost at Nvidia's forthcoming flagship GTC event? 2 times in the scene
- ▶ 19:11 Alex Kantrowitz Okay, so hold on to that idea, because we are going to get to that in the NVIDIA section that's coming up.
- ▶ 31:14 Alex Kantrowitz And, uh, and in comes, uh, Jensen Wong, CEO of NVIDIA. 3 times in the scene
- ▶ 39:43 Alex Kantrowitz We're coming up on 500 reviews or ratings on Apple Podcasts, and of course, this helps us build credibility and show to teams like the one at NVIDIA trying to get Jensen on the show.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 6:30 Alex Kantrowitz And a lot of the financial activity we've seen around these companies, the fact that Nvidia is going to invest thirty billion, uh, in a company like open AI or ten billion in a company like Anthropic.
- ▶ 16:04 Alex Kantrowitz Jensen Wong said the thirty billion dollars that he and NVIDIA invested in OpenAI might be the last. 2 times in the scene
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 34:45 M.G. Siegler Um, given the ownership stakes in Anthropic from that, we know obviously from Google and Amazon, but now Microsoft bought in right famously and, and Nvidia too.
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 26:20 Alex Kantrowitz Uh, OpenAI announces a hundred ten billion dollar funding round with backing from Amazon, Nvidia, and SoftBank. 4 times in the scene
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- ▶ 0:27 Alex Kantrowitz One hundred billion dollar or thereabouts funding raise for OpenAI, where SoftBank, Amazon, Nvidia, and maybe Microsoft are expected to participate.
- ▶ 1:22 Alex Kantrowitz Amazon might end up investing as much as fifty billion, which is wild given their connections, uh, to Anthropic, and then, I don't know, the numbers are even making it look like at least one 10 to me, because Nvidia, uh, might. 2 times in the scene
- ▶ 16:41 Alex Kantrowitz So, uh, OpenAI and NVIDIA announced this hundred billion dollar funding that was going to come in from NVIDIA to OpenAI, ten billion dollars at a time, and, um, and then, uh, it seems like Jensen was backing away from that, 8 times in the scene
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- ▶ 1:28 Alex Kantrowitz I'll call it the uncomfortable marriage of OpenAI and NVIDIA, and then the, ah, the Google side of things where they have the model, the TPUs, and they seem to be giving the incumbent a run for their money.
- ▶ 11:51 Alex Kantrowitz There was a, there were some reports recently that NVIDIA CEO Jensen Wong has been saying privately that he doesn't love OpenAI's business approach, and you could read that as maybe as the finances.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 47:58 Alex Kantrowitz So like, there's been all this talk about how NVIDIA and OpenAI are, have some friction in their relationship, like Jensen has gone from, we're going to invest up to a hundred billion, to like, we will evaluate round by round, and we hope… 3 times in the scene
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 0:06 Alex Kantrowitz Why is Nvidia backing away from open AI? 2 times in the scene
- ▶ 24:04 Alex Kantrowitz So, uh, another big story that that's going on this week that we definitely shouldn't miss this, you know, speaking about today is that Nvidia had this one hundred billion dollar investment in OpenAI, uh, and it's seeming like it's pulling… 22 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 3:30 Stephen Morris Um, and more interestingly as well, we're even seeing companies that initially bet on their rivals like Microsoft, uh, and Nvidia putting money into Anthropic as well. 4 times in the scene
- ▶ 15:42 Stephen Morris Uh, Nvidia are putting more money in, but also SoftBank, the big Japanese conglomerate. 2 times in the scene
- ▶ 30:21 Stephen Morris Microsoft is still 3.6, and we've got NVIDIA way out ahead of everyone at five trillion.
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- ▶ 38:00 Cristiano Amon I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I think that's what we're doing, and I think that's our focus on data center.
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- ▶ 3:50 Alex Kantrowitz Because it does look like Google has all these factors, and of course, the fact that it's not reliant on NVIDIA and has its own chips,
Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
- ▶ 42:09 Arthur Mensch And their role is to build those big machines that are effectively engraving the wafers that are then used, uh, as, uh, the chips in Nvidia, for instance.
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 6:33 M.G. Siegler Uh, I would say that I think that that's a really good push because sort of towards the end of the article, which is about 2500 words, I do note that the person who I think is most analogous to jobs in the current sort of day and age is… 3 times in the scene
- ▶ 28:23 Alex Kantrowitz Their big partnership that you mentioned was Anthropic, um, you know, and, and Anthropic is now partnering with NVIDIA and Google and, uh, and, uh, who else? 2 times in the scene
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 1:12 Alex Kantrowitz You've built, uh, eight new data centers across the U.S. in the third quarter alone, and, uh, the latest reported numbers have you, uh, in possession of something like 250,000 of NVIDIA's, uh, GPUs, which are the chips that
- ▶ 5:41 Alex Kantrowitz Pivoted in a very smart way to, uh, this AI moment, uh, establishing a relationship with NVIDIA. 2 times in the scene
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