Nvidia, every mention
73 scenes (2024), the whole family · ← back to Nvidia
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every year 2024 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
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.
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 40:15 Alex Kantrowitz Like we had Brian Cannizzaro from NVIDIA a little bit back.
- ▶ 49:01 Suhail Doshi I mean, I think he talked about having 350,000 H 100 by the end of the year or something like that. 2 times in the scene
- ▶ 50:11 Alex Kantrowitz Let's talk about Nvidia. 8 times in the scene
NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- ▶ 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
- ▶ 9:29 Aravind Srinivas Now, if you wanted to invest in AI, you could invest in, um, Microsoft, you could invest in Meta, you could invest in NVIDIA.
- ▶ 42:28 Alex Kantrowitz Yeah, and NVIDIA. 4 times in the scene
Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research
- ▶ 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