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
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 47:37 Alex Kantrowitz And it sounds like Nvidia, you think they're going to be fine given the amount of compute that we're talking about. 6 times in the scene
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 1:00:54 Anthony Scaramucci You know, it's up there in market capitalization alongside of Apple and Microsoft and below NVIDIA, but it's up there.
Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- ▶ 0:17 Alex Kantrowitz We'll also touch on NVIDIA earnings.
- ▶ 19:22 Alex Kantrowitz We saw this in NVIDIA's earnings that came out this week. 10 times in the scene
- ▶ 19:47 Alex Kantrowitz Uh, the company was unable to ship 2.5 billion of its, uh, H-twenty processors and projected an eight billion dollar, uh, eight billion dollars in lost revenue for the current quarter due to that policy.
- ▶ 22:24 Alex Kantrowitz So, so speaking of, uh, specifically of Huawei, he says the latest AI chip is similar to the performance of Nvidia's H 200 chip, a component that was state of the art until its replacement in recent months.
AI’s Drawbacks: Environmental Damage, Bad Benchmarks, Outsourcing Thinking
- ▶ 13:08 Alex Kantrowitz And I mean, we have Jensen Wang, the CEO of Nvidia saying inference is going to take a hundred times more compute than, uh, than traditional LLM, uh, inference.
Are We at the End of Ai Progress? — With Gary Marcus
- ▶ 28:30 Alex Kantrowitz The where, the place that I start to get, if, if what you're saying is correct, that we're not going to see any more, if we're seeing real diminishing results from scaling, and this is basically where we are, then there's real worry for… 3 times in the scene
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 0:05 Alex Kantrowitz Plus, we cover a major week of big tech earnings and NVIDIA and Anthropic exchanging harsh words. 2 times in the scene
- ▶ 52:16 Alex Kantrowitz Okay, let's take a quick break and come back and talk about NVIDIA and Anthropic, uh, going at it, and then this great letter that we got from a professor from a philosophy from Wilford Laurier University.
- ▶ 52:43 Alex Kantrowitz NVIDIA and Anthropic are going head to head. 6 times in the scene
- ▶ 56:47 Alex Kantrowitz And it's an H 100. 2 times in the scene
Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- ▶ 21:13 Alex Kantrowitz And we know that there are efforts like Nvidia's Groot effort, which is a foundational set of foundational models for people who want to develop these, these bots that's out there.
- ▶ 54:08 Alex Kantrowitz Showing my love for you, I'm buying you this network server rack from NVIDIA. 4 times in the scene
Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- ▶ 22:45 Alex Kantrowitz He actually has great analysis on NVIDIA's recent, uh, uh, GTC conference, which we just covered recently on a, on a recent episode.
- ▶ 26:53 Alex Kantrowitz Uh, and there was this, obviously this big reaction to Nvidia stock where it fell.
- ▶ 38:09 Dylan Patel You know, Microsoft and NVIDIA, um, which, you know, making models and doing infrastructure.
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 1:00:31 Grace Shao So I think it's not easy, and Deepsea trained on the H-A-Hundreds, right?
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 23:03 Alex Kantrowitz So Jensen at Nvidia says reasoning costs a hundred times more to do.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 0:14 Alex Kantrowitz And he says that Nvidia numbers could come down 10 to 15%. 8 times in the scene
- ▶ 5:07 Adam Parker Look, at Trivariate, we have an NVIDIA chip. 4 times in the scene
- ▶ 5:22 Adam Parker I don't have the Blackwell, but like,
- ▶ 14:48 Adam Parker I certainly think it's more impaired than Nvidia.
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 0:45 Alex Kantrowitz We're going to cover why Trump is doing this, if it's likely to succeed, when he might blink, what it means for the tech giants, including Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 24:30 Alex Kantrowitz People dumped NVIDIA, uh, but both Google and OpenAI are telling us in the middle of launches.
- ▶ 30:34 Alex Kantrowitz Um, CoreWeave, for those wondering, I'm just going to read from CNBC, it provides access to NVIDIA GPUs for artificial intelligence training and workloads, and it counts Microsoft as its biggest customer by far. 4 times in the scene
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 22:27 Alex Kantrowitz Nvidia saw the biggest decline in the group having lost five hundred and thirty nine billion off its valuation year to date. 2 times in the scene
- ▶ 52:41 Alex Kantrowitz So, as, right before we leave, I want to hear, you have a story coming out in Semaphore, uh, it's about Amazon's chip effort called Project Rainier, and I've always wondered about these proprietary chip efforts because you hear the same… 6 times in the scene
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 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. 5 times in the scene
- ▶ 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.
Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- ▶ 22:25 Ranjan Roy Even on your episode last Wednesday with the VP of Omniverse and simulation from NVIDIA, it's, it's interesting to me that how kind of, like, dogmatic people are about more compute means more intelligence, better outputs, better products.
- ▶ 22:25 Ranjan Roy Even on your episode last Wednesday with the VP of Omniverse and simulation from NVIDIA, it's, it's interesting to me that how kind of, like, dogmatic people are about more compute means more intelligence, better outputs, better products.
- ▶ 43:15 Alex Kantrowitz It might have to be humanoid robots, going back to the NVIDIA conversation.
- ▶ 46:30 Ranjan Roy That, of course, went and had me go check where NVIDIA is right now. 2 times in the scene
NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
- ▶ 0:00 Alex Kantrowitz Let's talk about Nvidia's push to generate AI that understands the real world with technology that can influence the future of robotics, labor, cars, Hollywood, and more. 3 times in the scene
- ▶ 0:11 Alex Kantrowitz We're joined by the company's VP of Omniverse and Simulation Technologies right after this. 2 times in the scene
- ▶ 1:01 Alex Kantrowitz And everyone is talking about Nvidia. 6 times in the scene
- ▶ 6:00 Alex Kantrowitz Okay, and 23 years at NVIDIA. 3 times in the scene
- ▶ 14:26 Alex Kantrowitz And so this is your recently announced Cosmos project. 6 times in the scene
- ▶ 17:06 Rev Lebaredian And so we call that, um, uh, operating system, if you will, Omniverse.
- ▶ 33:12 Rev Lebaredian And I think for that purpose, I mean, I worked on movies before I was at NVIDIA.
- ▶ 37:09 Alex Kantrowitz Maybe not our listeners, but a sizeable portion of the population that would be surprised to hear that Nvidia itself is building these foundation, these world foundational models, releasing weights to help others build on top of them. 6 times in the scene
- ▶ 41:06 Alex Kantrowitz He's the Vice President of Omniverse and Simulation Technology at NVIDIA.
- ▶ 41:06 Alex Kantrowitz He's the Vice President of Omniverse and Simulation Technology at NVIDIA.
- ▶ 55:45 Alex Kantrowitz So last one for you, you've been at NVIDIA. 10 times in the scene
- ▶ 59:28 Alex Kantrowitz I really enjoyed our time together at NVIDIA headquarters.
Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
- ▶ 7:15 Antoine Shagoury So we became, again, close partners with Microsoft, AWS, Google, Dell, now NVIDIA. 2 times in the scene
- ▶ 23:30 Antoine Shagoury Um, even the examples of our NVIDIA work is, you know, how do we can be better at purposely driven workloads?
- ▶ 29:01 Alex Kantrowitz I don't want to go without talking to you about your NVIDIA partnership. 10 times in the scene
- ▶ 30:23 Antoine Shagoury Can we use like their interfaces, like the NIM interface kind of scenarios where we can speed to market, right?
- ▶ 30:44 Antoine Shagoury So like the Nemo concepts with them, how do we make available to the environments?
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 1:36 Alex Kantrowitz Nvidia, three plus trillion dollar market cap.
- ▶ 25:20 Reid Hoffman I mean, GBD-IV was built on A-Hundreds. 2 times in the scene
- ▶ 25:32 Reid Hoffman And, you know, we have H 100 going to Blackwells.
- ▶ 25:32 Reid Hoffman And, you know, we have H 100 going to Blackwells.
- ▶ 26:09 Alex Kantrowitz You mentioned the Blackwell, which is Nvidia's cutting edge chips. 6 times in the scene
- ▶ 26:09 Alex Kantrowitz You mentioned the Blackwell, which is Nvidia's cutting edge chips. 4 times in the scene
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 1:23 Alex Kantrowitz Uh, but it's looking pretty bad, especially for Nvidia and some others as we get going.
- ▶ 3:38 M.G. Siegler Because as you noted, the markets will open and that's going to be, you know, right now, you know, last I looked in, in pre-market trading, NVIDIA was down, I think, 11, 10 to 11%, um, and that's the biggest hit right now. 3 times in the scene
- ▶ 11:22 M.G. Siegler I mean, so, and, you know, I'm not a, uh, I won't be a technical expert on this, but from my understanding, it's basically, you know, obviously, as you know, it started, uh, the DeepSeek project started out of a hedge fund that was focused…
- ▶ 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.
- ▶ 15:49 Alex Kantrowitz And so I'm curious if you think that this invalidates the scaling hypothesis because, and it might seem kind of like a, you know, obscure thing, but it's very important because this sort of sets up the whole business conversation, which is… 4 times in the scene
- ▶ 23:34 M.G. Siegler Like they think NVIDIA is going to get hit fast because, uh, in this, in this doomsday scenario, because obviously they're the beneficiary from everyone, from all of those companies, all those other companies. 6 times in the scene
- ▶ 42:43 M.G. Siegler Like, do they start to get, uh, nerves calmed a bit by, yeah, this talk of like, well, actually this isn't so bad for Nvidia because while it hurts their, their immediate, um,
- ▶ 43:24 M.G. Siegler Of H. 200 chips, and, and then, uh, soon enough, we'll get the next iteration, you know, announced, uh, down the road, and so, um, all these supercomputer, uh, mega clusters of data centers that are being built right now, they're just not…
What's the Right Amount of Tech to Give Kids?: A Psychologist and Parent Weigh In
- ▶ 33:50 Jinja Birkenbuehl Um, you know, last year they, NVIDIA talked about creating systems to make agents in Roblox. 2 times in the scene
AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- ▶ 6:07 Alexandr Wang Um, you know, the, the kind that Nvidia, uh, produces out of TSMC's factories or TSMC's fabs, um, in Taiwan.
- ▶ 14:13 Alexandr Wang Foundation models of the similar size, scale, and magnitude as the ones we have in the US because, you know, um, they have not been able to get access to the cutting edge, um, NVIDIA GPUs that, uh, that we have in the, that we have in the…
AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- ▶ 9:42 Matt Garman And, um, we're a huge partner of NVIDIA. 3 times in the scene
- ▶ 12:01 Alex Kantrowitz We love working with NVIDIA and we're also building chips that compete with what they do. 12 times in the scene
- ▶ 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.
- ▶ 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.
- ▶ 17:43 Alex Kantrowitz One more question about NVIDIA. 3 times in the scene
- ▶ 17:45 Alex Kantrowitz You've tested the new Blackwell chip. 3 times in the scene
- ▶ 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
- ▶ 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.
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 0:00 Alex Kantrowitz Two all-star stock watchers join us to talk about Apple's fascinating state of affairs, plus plenty more on Nvidia, Amazon, Meta, and others.
- ▶ 2:37 Dan Ives So, so just as Nvidia and Jensen control enterprise AI along with Microsoft, my view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.
- ▶ 34:02 Alex Kantrowitz All right, we're going to talk about NVIDIA and some other companies on the other side of this break.
- ▶ 34:25 Alex Kantrowitz Um, so let's just quickly go through NVIDIA, Amazon, and Google and see where we get after that. 6 times in the scene
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 0:43 Alex Kantrowitz And then the second half, we're really going to go through all the big tech companies, including your perspective on companies like Nvidia, Amazon, and Apple.
- ▶ 2:00 Alex Kantrowitz And this is manifesting itself in trillions of dollars being thrown at, of course, the companies that are doing all this automation and behind all this AI, Facebook, Google, Uber, Nvidia, Apple, Amazon, Alibaba, the list goes on.
- ▶ 1:00:26 Alex Kantrowitz Let's quickly do Amazon, Nvidia, and Apple, if you're up for it. 13 times in the scene
OpenAI's Leaked Financial Data
- ▶ 1:50 Cory Weinberg And I think, look, when you, you have, uh, growth so far that puts them, you know, sort of in Google and Facebook territory in terms of revenue growth, um, you know, early in their history, you know, yeah, they're gonna lean into it and be…
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- ▶ 18:54 Parmy Olson Like, it was, it was crazy that NVIDIA became worth three trillion dollars at one point in market capitalization.
- ▶ 32:15 Alex Kantrowitz And it's the round, like we talked about in this, on the show in the past, uh, Thrive Capital, Microsoft, Nvidia, and Apple are all talking about getting involved. 2 times in the scene
OpenAI Raising At $100 Billion Valuation
- ▶ 0:02 Alex Kantrowitz It has Apple potentially investing in video looking at it.
- ▶ 1:26 Alex Kantrowitz We also have Nvidia potentially involved in this round, and of course Microsoft. 2 times in the scene
- ▶ 10:49 Alex Kantrowitz Maybe Nvidia has some interest there, but the thrive putting all this money in it and leading the round.
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 0:00 Alex Kantrowitz NVIDIA's Automotive VP is here to speak with us about the state of autonomous driving and how the latest AI innovations translate to the car. 4 times in the scene
- ▶ 1:35 Danny Shapiro Uh, but I, I think we're, we're seeing a lot of the technology come down into consumer vehicles, so you have driver assistance systems, things that are originally based on the technology for self-driving, but we're bringing it into… 3 times in the scene
- ▶ 8:50 Alex Kantrowitz So it's interesting to me that NVIDIA is developing a lot of this technology. 10 times in the scene
- ▶ 9:35 Danny Shapiro That's our drive platform, so that's the brain that goes inside the car. 3 times in the scene
- ▶ 11:51 Danny Shapiro That's our DGX.
- ▶ 12:06 Danny Shapiro And then we also have our OVX.
- ▶ 12:08 Danny Shapiro That's our omniverse computer for simulation.
- ▶ 17:25 Alex Kantrowitz Now talking again about what NVIDIA is doing internally, it's pretty wild.
- ▶ 23:24 Alex Kantrowitz And is NVIDIA already sort of taking what it's learning from cars and putting it into robots and what it's learning from robots and putting it into cars? 2 times in the scene
- ▶ 26:05 Alex Kantrowitz Is there a shared tech, is there, like, a shared universe that both the robotics and the automotive elements of NVIDIA work on? 9 times in the scene
- ▶ 33:22 Danny Shapiro Uh, and it's a big market for NVIDIA.