Nvidia, every mention
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tap a year for its mentions
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
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 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. 5 times in the scene
- ▶ 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.
- ▶ 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
- ▶ 42:16 Brian Venturo Uh, so last year is when we saw, um, let's call it the, the hyperscalers that were around in the twenty-tenths, so, uh, Amazon, Microsoft, and Google, finally, uh, retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was… 2 times in the scene
- ▶ 42:52 Brian Venturo You know, just last week, um, we entered a multi-year contract to renew NVIDIA A 100, which are the GPUs that were introduced in 20, 21. 5 times in the scene
- ▶ 43:55 Brian Venturo They're going to do the things that they need the most, uh, firepower to do, and they're going to run their inference on hoppers, or they're going to run their inference on Ampere, the A 100, right?
- ▶ 43:55 Brian Venturo They're going to do the things that they need the most, uh, firepower to do, and they're going to run their inference on hoppers, or they're going to run their inference on Ampere, the A 100, right? 2 times in the scene
- ▶ 45:04 Alex Kantrowitz Uh, there, there's Virubin that's coming out, and the, the argument is that these newer chips, even if the H 100, the hopper, can continue running, uh, the new chips are so much more powerful that the value, right, because those H one…
- ▶ 51:12 Alex Kantrowitz Uh, we got to talk briefly about this circular financing question, uh, just to set it up, um, NVIDIA owns five percent or so of CoreWeave according to reports. 15 times in the scene
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 30:18 Alex Kantrowitz Looking ahead to next year, to me, the biggest variable is NVIDIA. 6 times in the scene
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 0:00 Alex Kantrowitz CNBC all-star Jim Cramer joins us to share big tech hot takes, how far Nvidia can go and how to build wealth in any market.
- ▶ 6:19 Jim Cramer I'm sticking with NVIDIA because I, I have great belief that GTC and Vera Rubin is going to be amazing.
- ▶ 6:19 Jim Cramer I'm sticking with NVIDIA because I, I have great belief that GTC and Vera Rubin is going to be amazing.
- ▶ 18:49 Alex Kantrowitz Alright, let's do, well, let's do, I want to do Musk, NVIDIA, Oracle CoreWeave, and go back to OpenAI.
- ▶ 23:13 Alex Kantrowitz All right, let's do NVIDIA.
- ▶ 34:45 Jim Cramer I'm fortunate enough to give a lot of money away, but, um, and NVIDIA is, 5 times in the scene
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 41:29 Alex Kantrowitz NVIDIA is down.
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 1:29 Alex Kantrowitz Of course, we're talking about NVIDIA, but we'll get to that in a moment.
- ▶ 35:27 Alex Kantrowitz Uh, Nvidia has played that role for a long time. 10 times in the scene
- ▶ 43:08 M.G. Siegler You know, Nvidia, their business potentially is impacted in a good way in some cases, but for the most part, it's probably going to be looked at as like, well, the arms race is sort of slowing down a bit, and that's going to be bad news… 6 times in the scene
Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable?
- ▶ 7:19 Simon Edwards 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?
Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
- ▶ 9:13 Mark Moffat And if you take it one step further, 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…
- ▶ 9:13 Mark Moffat And if you take it one step further, 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…
- ▶ 9:13 Mark Moffat And if you take it one step further, 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…
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 1:36 Alex Kantrowitz and we'll get into it, but a week where Nvidia, uh, does what it does, which is crush earnings is typically followed by a pattern of the market saying, oh, we're, we're good for now.
- ▶ 6:59 Alex Kantrowitz They have less constrained access to TPUs compared to everybody trying to build and train on NVIDIA GPUs, right? 3 times in the scene
- ▶ 34:19 unnamed speaker Nvidia's earnings and the state of the AI bubble, along with some other stuff like, may I meet you?
- ▶ 34:35 Alex Kantrowitz Uh, NVIDIA turned in very strong earnings this week. 14 times in the scene
- ▶ 45:31 Alex Kantrowitz They're not over-indexed on NVIDIA.
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 19:10 Alex Kantrowitz Massively ramping CapEx through purchase of NVIDIA chips and servers on a two to three year product cycle should not result in the extension of useful lives of compute equipment. 2 times in the scene
- ▶ 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
- ▶ 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
- ▶ 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-
- ▶ 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- 2 times in the scene
- ▶ 27:54 Gil Luria And if a Richard Feynman chip can generate X tokens per second, 2 times in the scene
- ▶ 38:23 Alex Kantrowitz Quarterly profits soared at NVIDIA, Alphabet, Amazon, and Microsoft is AI revenue-related stored in. 2 times in the scene
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 12:21 Alex Kantrowitz Nvidia and AMD and Oracle and Microsoft to some degree.
- ▶ 31:18 Alex Kantrowitz Uh, Jensen Wang from Nvidia on Wednesday, as this is all going down, says, as I have long said, China is nanoseconds behind America and AI.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 15:44 Alex Kantrowitz And then the other thing is, all of the value that OpenAI has accrued, well, unless maybe you're a holder of NVIDIA or Microsoft, has happened on the private market. 5 times in the scene
- ▶ 34:21 M.G. Siegler Um, but specifically with the macro picture, 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… 4 times in the scene
- ▶ 41:08 M.G. Siegler Now it's like, what is the actual, uh, like value depreciation value of Nvidia chips? 3 times in the scene
Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
- ▶ 4:28 Alex Kantrowitz Forty billion dollar investments like open AI, or they just announced a hundred billion, uh, with NVIDIA, people are actually using their products.
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 28:33 Alex Kantrowitz It is interesting, like, they are building with the support of the AI clouds that enable huge businesses, uh, NVIDIA, Oracle, and Microsoft. 3 times in the scene
- ▶ 51:42 Alex Kantrowitz We even talk about Nvidia hit five trillion dollars.
OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- ▶ 38:24 Alex Kantrowitz Yeah, you should take credit from the Nvidia Bank of America and then just use that to fund infrastructure and then- 2 times in the scene
Where Are The AI Startups? — With Rick Heitzmann
- ▶ 26:37 Rick Heitzman Uh, NVIDIA's worth so much money that, you know, Jensen can almost say, a hundred billion dollars is, is not that big of a deal if we believe this is a generational company and have somewhat of a leg to stand on. 4 times in the scene
- ▶ 37:55 Alex Kantrowitz That's what that money from NVIDIA into open AI is, is trying to do. 2 times in the scene
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 20:03 Alex Kantrowitz Uh, the deals with Nvidia and AMD could cost up to 500,000,000,300 billion dollar respectively. 2 times in the scene
- ▶ 35:25 Alex Kantrowitz Of both newer and older versions of NVIDIA chips. 2 times in the scene
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 0:36 Alex Kantrowitz And the fact that Nvidia and opening eyes deal is really just a letter of intent.
- ▶ 3:11 M.G. Siegler Like there was the reporting about obviously the, the Nvidia a hundred billion dollar deal, which led presumably to Sam's, you know, post there that you're talking about that, that sort of came together while they were both on the 3 times in the scene
- ▶ 8:11 M.G. Siegler There's, you know, there's other ownerships, um, trading hands, obviously between Nvidia, uh, and Intel, and then, um, a bunch of other stuff going on. 3 times in the scene
- ▶ 13:00 M.G. Siegler And so now we get these other deals like the new NVIDIA one, where it's like, they are promising to 6 times in the scene
- ▶ 22:28 Alex Kantrowitz He says, this is all incremental to our work with NVIDIA, and we plan to increase our NVIDIA purchasing over time. 7 times in the scene
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 0:43 Alex Kantrowitz Nvidia agreed or announced that it would invest up to a hundred billion dollars in open AI, uh, starting out with ten billion.
- ▶ 15:23 Scott Guthrie Um, and you know, we, we did a blog post recently of one of our new sites in Wisconsin, and these are, you know, hundreds of megawatts, um, uh, hundreds of thousands of the latest GB 200 and GB 300 GPUs, and are, um, you know, we think the…
- ▶ 31:12 Scott Guthrie 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, um, two…
- ▶ 40:58 Alex Kantrowitz Is ChatGPT, by the way, going to stay on Azure, even though OpenAI is making these partnerships with NVIDIA and Oracle?
- ▶ 46:29 Scott Guthrie NVIDIA is a fantastic partner of ours. 4 times in the scene
- ▶ 48:21 Alex Kantrowitz And then you're, you said one of Nvidia's biggest customers, if not its biggest customer. 3 times in the scene
- ▶ 49:14 Scott Guthrie Um, and we've leaned in, we were the very first cloud to deliver, uh, live GB 200, you know, which is a massive architectural shift for NVIDIA. 2 times in the scene
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 0:00 Alex Kantrowitz Nvidia plans to invest one hundred billion in open AI, but will the full deal ever come to fruition?
- ▶ 0:30 Alex Kantrowitz We're going to cover everything from this massive tie up between NVIDIA and OpenAI, where NVIDIA is going to invest one hundred billion in OpenAI, but seemingly all that money is just going to come right back into NVIDIA's pocket. 3 times in the scene
- ▶ 1:50 Alex Kantrowitz This one hundred billion dollar investment that NVIDIA is planning to put into OpenAI. 10 times in the scene
- ▶ 14:52 Alex Kantrowitz So Nvidia's stock will decrease a little bit and everyone will be maybe endure a down year on the stock market, but it won't be systemic. 3 times in the scene
- ▶ 25:15 Alex Kantrowitz Of Amazon, Apple, Alphabet, Microsoft, Meta, and Nvidia, and more than five times the size of the entire global subscription software market. 2 times in the scene
- ▶ 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.
- ▶ 33:38 Alex Kantrowitz Let's say you could invest in NVIDIA today. 4 times in the scene
- ▶ 44:03 Ranjan Roy I think it can juice numbers and engagement, at least to some extent, but that is, that does not make me feel good about the user future of OpenAI, but maybe the economic future, that's how they're going to pay back NVIDIA.
- ▶ 56:40 Alex Kantrowitz We've talked about, obviously, the massive investment that NVIDIA is making in OpenAI, and then this crazy investment that may or may not be happening, uh, with TikTok.
Is Generative AI a Cybersecurity Disaster Waiting to Happen? — With Yinon Costica
- ▶ 3:45 Yinon Costica There are six technologies that are used to build AI technologies like NVIDIA, uh, like, uh, PostgreSQL.
- ▶ 44:48 Yinon Costica Nvidia's toolkits that they released for developing AI.
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 33:31 Alex Kantrowitz Aaron Levy, when he was on the last time on the show said, uh, maybe Nvidia, uh, will be a 10 trillion dollar company at one point. 3 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- ▶ 32:32 Alex Kantrowitz And that is that, uh, we see that Nvidia is going to do, uh, multi 100,000, hundreds of thousands of GPU data center, uh, with the Saudis, Amazon, your former employees committing, your former employer is committing to invest five billion…
- ▶ 39:18 Bill Vass And so, um, we work really closely, for example, with NVIDIA on Omniverse.
- ▶ 39:18 Bill Vass And so, um, we work really closely, for example, with NVIDIA on Omniverse. 3 times in the scene
- ▶ 40:25 Bill Vass That's their H 200 and things like that.
- ▶ 44:03 Alex Kantrowitz And it's a similar system that actually is being used to train robots, just like the Omniverse system with NVIDIA trains, cars, and simulated environments.
- ▶ 44:03 Alex Kantrowitz And it's a similar system that actually is being used to train robots, just like the Omniverse system with NVIDIA trains, cars, and simulated environments.
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 29:30 Alex Kantrowitz and it's still, they're still not like an Nvidia, um, which is at the four trillion dollar valuation. 2 times in the scene
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 12:06 Amjad Masad Uh, there's also inherent random, uh, randomization inside the, like the Nvidia chips or the GPUs.
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 0:51 Alex Kantrowitz Microsoft joins NVIDIA as a four trillion dollar company.
- ▶ 48:07 Alex Kantrowitz We have Nvidia at four trillion. 3 times in the scene
Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- ▶ 32:50 Alex Kantrowitz NVIDIA owns stakes in OpenAI, XAI, Mistral, Perplexity, Cohere, Scale AI,
Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
- ▶ 1:08 Alex Kantrowitz You asked the government for export controls and annoyed NVIDIA CEO Jensen Wang.
Are AI's Economics Unsustainable? — With Ed Zitron
- ▶ 47:38 Alex Kantrowitz They're, they're eighty-one billion, CoreWeave itself, which is literally just an infrastructure company that sort of resells Nvidia chips. 5 times in the scene
- ▶ 59:36 Ed Zitron 19% of that is made up by NVIDIA. 15 times in the scene
- ▶ 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
- ▶ 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.
- ▶ 1:05:34 Ed Zitron Ruben, for example. 2 times in the scene
Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- ▶ 6:37 Condoleezza Rice We know that the Nvidia chip, which was prohibited for sale in China, it probably slowed it, but we would be on a fool's errand if we think it's going to eliminate the ability of the Chinese to do these things.
OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
- ▶ 0:05 Alex Kantrowitz Elon Musk's Grok had one hell of a week, Nvidia becomes the first four trillion dollar company, and should Apple replace Tim Cook, as some analysts are suggesting? 2 times in the scene
- ▶ 31:26 Alex Kantrowitz All right, we're going to go to a quick break, and then we're going to talk about Nvidia hitting four trillion dollars.
- ▶ 31:58 Alex Kantrowitz The first four trillion dollar company is Nvidia. 12 times in the scene
- ▶ 37:58 Alex Kantrowitz You know, it's great setting this up, right, the, um, you know, could NVIDIA hit 10 trillion dollars?
$100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
- ▶ 12:39 Ranjan Roy And if that is the case, maybe you can start to build out the idea that 10 smart people can make or break your business versus buying however many Nvidia chips and, uh, like, you know, purely spending money on the compute.
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 13:09 Alex Kantrowitz Nvidia, Microsoft, uh, uh, well, not Apple, but Meta has definitely played there.
- ▶ 22:03 Tom Lee You know, NVIDIA is not crazy today, you know, because it's 30 times earnings, which is not a premium. 2 times in the scene
- ▶ 49:10 Alex Kantrowitz So if you look at the companies that are up, you have Nvidia up, seven percent year to date, Meta up, 13%, year to date, Microsoft up, 15% year to date.
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 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?