The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Catanzaro: About 40% of NVIDIA data center GPUs go to inference
“Jensen said in the earnings call this week that somewhere around 40% of our data center GPUs were going for inference, which I think is you know, pretty amazing and definitely a shift from where things have been a few years ago.”
Bryan Catanzaro Feb 28, 2024 ▶ 13:39 NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
Assertion Supported
Catanzaro: NVIDIA Hopper GPUs feature superior circuits designed by internal AI
“Our hopper GPUs, for example, have a lot of circuits in them that were designed by AI that we built ourselves that have better speed and power and cost characteristics than we knew how to build with any other tool.”
Bryan Catanzaro Feb 28, 2024 ▶ 17:11 NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
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