Nvidia, every mention
212 scenes (said by Alex Kantrowitz), the whole family · ← back to Nvidia
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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,
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
- ▶ 37:29 Alex Kantrowitz So you're not going to have the H-one hundred
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
- ▶ 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
- ▶ 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 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
- ▶ 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
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
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.
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
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.
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
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
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
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
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
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,
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 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
- ▶ 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
- ▶ 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.
- ▶ 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.
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
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
- ▶ 34:35 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
- ▶ 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
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
- ▶ 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.
- ▶ 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.
- ▶ 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?
- ▶ 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
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
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