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Blackwell

includes Blackwell GB200

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 18, 2024 by Christian Belady · said 2 times in 1 episodes since 2025 · across every show →

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brought up most by Varun Sivaram (2)

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Everything said about Blackwell, oldest first

Jul 18, 2024
Insight
Belady: Chip efficiency gains increase total power demand via Jevons Paradox
“In fact, getting it very efficient may actually drive more use of it to where it'll increase and not decrease. And so I think there's a much broader view you have to take when someone says something's more efficient, it's, and they say it's going to solve all …”
Christian Belady Jul 18, 2024 ▶ 17:39 Can chip efficiency slow AI's energy demand?
Aug 28, 2025
Prediction Open · timeframe Aug 2030
Sivaram: AI data center racks hit 132 kilowatts, heading toward 1 megawatt
“Today, I just was in a data center in Silicon Valley seeing a brand new deployment of NVIDIA GB 200, the Blackwell generation. The rack is 132 kilowatts. It's liquid cooled, and we're headed toward one megawatt rack.”
Varun Sivaram Aug 28, 2025 ▶ 12:23 The mechanics of data center flexibility
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