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

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Decoding the NVIDIA Trade - With Michael Batnick Jun 26, 2024 · 76 mentions

  • ▶ 0:00 Alex Kantrowitz Let's decode the Nvidia trade, examining why it became the world's most valuable company last week, and what comes next, with one of the world's most astute investors. 4 times in the scene
  • ▶ 0:53 Alex Kantrowitz So let me read you a couple stats about NVIDIA. 10 times in the scene
  • ▶ 3:01 Alex Kantrowitz Um, like side by side, one was like, uh, NVIDIA is growing so fast. 18 times in the scene
  • ▶ 6:46 Alex Kantrowitz And I'm going to get into some of the objections that people have on Nvidia and we can go through them, including the competition side in a bit, but let's talk a little bit about what happened this week with this kind of ice called it a… 10 times in the scene
  • ▶ 9:26 Michael Batnick So Nvidia has gotten cheaper. 7 times in the scene
  • ▶ 12:47 Alex Kantrowitz Uh, is this something that could happen with Nvidia that like, 5 times in the scene
  • ▶ 17:04 Alex Kantrowitz These companies will continue to use NVIDIA chips, even if generative AI sort of hits a wall, right? 6 times in the scene
  • ▶ 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?
  • ▶ 21:49 Michael Batnick NVIDIA, I mean, this is, this is obviously very different because the business was different. 4 times in the scene
  • ▶ 24:44 Alex Kantrowitz So is this something that Nvidia can achieve? 5 times in the scene
  • ▶ 25:38 Alex Kantrowitz I've been saving up to buy an Nvidia. 6 times in the scene

Inside the Tech Powering Your Streaming Obsession — With Conviva CEO Keith Zubchevich May 20, 2024 · 1 mention

  • ▶ 12:03 Alex Kantrowitz And it sort of reminds me of, like, you know, an overnight success made over, you know, a decade plus, and we are in this moment where we're starting to see, like, companies like NVIDIA, for instance, working on a solution, then the…

AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel May 15, 2024 · 4 mentions

  • ▶ 12:46 Dwarkesh Patel And also I think you shouldn't ignore the fact that Google is the company that actually has a successful accelerator program for AI chips already with their TPUs, which other companies are trying, but don't yet have to replace, you know,…
  • ▶ 18:21 Dwarkesh Patel At sort of the seven trillion, I, yeah, I imagine, um, well, the backing up, the reason I think compute will be a less bottleneck than energy is because right now you have one company, NVIDIA, which is making the sort of, uh, GPUs, and… 2 times in the scene
  • ▶ 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…

Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark May 9, 2024 · 11 mentions

  • ▶ 38:38 Jack Clark We also work on NVIDIA chips as well.
  • ▶ 40:28 Alex Kantrowitz So the sense that I get from the industry is that Nvidia has not just the most powerful chips or, you know, basically there's the stuff out there, uh, you know, no matter how much they proclaim that it's 40% or 30% better than Nvidia. 10 times in the scene

AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential May 1, 2024 · 3 mentions

  • ▶ 5:19 Alex Kantrowitz And this is a guy who has in his back pocket, 650,000 NVIDIA H 100 GPUs or equivalent.
  • ▶ 8:47 Alex Kantrowitz I mean, they had clusters of, I think, 32,000 or 24,000 something, some crazy number of Nvidia chips put together.
  • ▶ 23:31 Alex Kantrowitz I mean, obviously like the reason why people like to go with NVIDIA is because the software is something that they like to use.

Predicting AI’s Next Advances — With Suhail Doshi Mar 20, 2024 · 11 mentions

NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro Feb 28, 2024 · 55 mentions

  • ▶ 0:01 Alex Kantrowitz The NVIDIA executive who started its AI push joins us to talk about what makes the company so indispensable, unpacking the secrets to its success. 4 times in the scene
  • ▶ 0:52 Alex Kantrowitz You're kind of the guy that kicked off this whole AI push within NVIDIA. 14 times in the scene
  • ▶ 3:28 Alex Kantrowitz No, Nvidia just does the H 100 chip.
  • ▶ 9:41 Alex Kantrowitz Do they then get in touch with Nvidia and be like, this is what I'm looking to do. 7 times in the scene
  • ▶ 15:29 Alex Kantrowitz Now there's also, they're also using a program from NVIDIA called Nemo. 4 times in the scene
  • ▶ 17:15 Bryan Catanzaro Um, you know, improving the quality of our designs, you know, our hopper GPUs, for example, have a lot of circuits in them that were designed by AI that we built ourselves, uh, that have better, um, speed, um, and power and cost… 2 times in the scene
  • ▶ 21:47 Bryan Catanzaro You know, NVIDIA has been, uh, uh, 2 times in the scene
  • ▶ 29:31 Alex Kantrowitz He's the vice president of applied deep learning research at NVIDIA. 16 times in the scene
  • ▶ 36:16 Alex Kantrowitz Right, and this is the software that all AI programming is done with on, with the H-one hundreds, pretty much, and A-one hundreds.
  • ▶ 36:16 Alex Kantrowitz Right, and this is the software that all AI programming is done with on, with the H-one hundreds, pretty much, and A-one hundreds.
  • ▶ 42:17 Alex Kantrowitz But I'm curious what happened within NVIDIA because it's sort of, you know, your bread and butter. 3 times in the scene

Perplexity CEO Aravind Srinivas: How AI Challenges Google Feb 15, 2024 · 5 mentions

Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research Jan 24, 2024 · 9 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 7 times in the scene
  • ▶ 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

Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger Dec 14, 2023 · 14 mentions

  • ▶ 1:47 Alex Kantrowitz And obviously it worked really well for gaming and that's kind of was Nvidia specialty. 4 times in the scene
  • ▶ 2:40 Alex Kantrowitz And, but now it's interesting because you have NVIDIA. 8 times in the scene
  • ▶ 8:59 Alex Kantrowitz So just give us an honest assessment of where Intel stands today compared to Nvidia.
  • ▶ 19:26 Pat Gelsinger I've talked to everybody in the industry, you know, Qualcomm, Nvidia, AMD, Google, Apple, Broadcom, et cetera.

Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough Oct 25, 2023 · 7 mentions

  • ▶ 14:49 Brian McCullough Um, one thing that I have been hearing, which might be related to the AWS thing, I don't know if you've been hearing this too, but the, the idea that, um, there are these new startups that have access to the Nvidia chips that are creating… 6 times in the scene
  • ▶ 15:29 Brian McCullough And so I think maybe that's some of the concerns around AWS is I've been hearing people say a bunch of these startups that now are getting multi-billion dollar valuations just because they have access to a 100 chips.

Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy Sep 6, 2023 · 1 mention

Amazon Reveals Its AI Master Plan — With Matt Wood Aug 3, 2023 · 3 mentions

  • ▶ 39:49 Alex Kantrowitz I'm sure they all know about it, but we hear so much about NVIDIA chips. 3 times in the scene

ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation Jul 4, 2023 · 6 mentions

  • ▶ 29:50 Bill McDermott With ServiceNow and great companies like NVIDIA, we're taking large language models and we are building them
  • ▶ 34:04 Alex Kantrowitz Nvidia, one of your partners is now 37 times revenue. 5 times in the scene
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