GPU
also referred to as: gpus
8 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Dec 5, 2024 by Brian Janous · said 2 times in 1 episodes since 2026 · across every show →
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brought up most by Shayle Kann (2)
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2026 2 mentions in 1 episode
Everything said about GPU, oldest first
Dec 5, 2024 neutral
Dec 5, 2024 bullish
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”
Nov 6, 2025 neutral
Chubuk: GPU compute and training costs drove Periodic Labs' $300M seed
“We are going to train LLMs, we are going to use GPUs to run simulations, so that does end up being a large part of the cost. Yeah, it's funny, like, before, you know, if you asked me this question 10 years ago, I would have thought that the biggest part of the…”
Dec 18, 2025 bullish
Competition on AI latency will force local GPU deployments in major markets
“I think the catch there will be if one of these model providers or one of these application developers makes performance a distinguishing feature of their offering, right? If they start competing on performance rather than on capability, then we're going to se…”
Dec 18, 2025 neutral
LLM inference prompts are processed locally on one to eight GPUs
“When you send a prompt to for processing by a large language model, that prompt is probably handled by one GPU or maybe Eight GPUs inside a single machine. So, and the reason that is, is because the model sits in that machine, the data sits in that machine, an…”
Dec 18, 2025 bearish
If AI scaling slows, repurposed central GPUs will cannibalize edge data centers
“And if it turns out that maybe there are diminishing returns from training larger and larger models, or maybe we run out of data because we've exhausted all the data that's available on the internet. When those things happen, it may be that demand for these GP…”
Mar 30, 2026 neutral
Data center operators refuse curtailment to maximize expensive GPU uptime
“I spoke to quite a number of kind of data center developers data center owners and basically they don't want to curtail full stop. I mean, they have fitted out their data center with the best infrastructure. They've paid a lot of money for GPUs and CPUs, extre…”
Aug 27, 2026 negative
Wang: Diesel generators produce dirty power needing extra buffering for GPUs
“The power quality coming out of a diesel generator tends to be very dirty in terms of the voltage waveforms for your AC. And if you have spiky loads, it tends not to respond very well, so you have a lot of voltage sag or over voltage. So all that is very chall…”