Nvidia
includes NVIDIA Blackwell, NVIDIA H100, NVIDIA GB200, NVIDIA A100, NVIDIA DGX, NVIDIA Hopper, NVIDIA GPUs, NVIDIA Ampere, NVIDIA GTC, NVIDIA H200, NVIDIA GB 200, NVIDIA GPU and 2 more
13 statements across 9 episodes · 6 bullish · 3 bearish · 9 people on the record · first statement Jun 13, 2024 by Brian Janous · said 97 times in 20 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Shayle Kann (28), Varun Sivaram (20), Jeremy Eliahu-Ontiveros (13), Chase Lockmiller (12), John Koomey (5), Brian Janous (4), Drew Baglino (3), Stephen Lacey (2)
tap a year for its mentions
2026 31 mentions in 8 episodes 4 per episode
- Inside the AI power wars
- The rise of flexible data centers
- What comes after the data center backlash?
- Can AI revolutionize grid operations?
- The electrician shortage slowing the AI boom
- Inside Google’s massive AI capex (live)
- Battery booms and the rise of flexibility [partner content]
- AI scaling pathways: on grid, on edge, off grid, off planet
- every mention in 2026, scene by scene →
2025 33 mentions in 7 episodes 5 per episode
- Who benefits from the AI power bottleneck?
- The mechanics of data center flexibility
- A skeptic’s take on AI electricity load growth
- Catalyst Live at SF Climate Week
- The state of play of data center development
- Can AI revolutionize EPC?
- More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- every mention in 2025, scene by scene →
Everything said about Nvidia, oldest first
Jun 13, 2024 bearish
Janus: Chip efficiency gains will not reduce AI data center power demand
“If let's say Meta, for instance, finds a piece of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt da…”
Jul 18, 2024
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 …”
Oct 22, 2024
Lockmiller: NVIDIA chip power jumps from 300W to 1,200W per chip
“If you look at, like, the last generation NVIDIA chip, it was the Ampere so the A-one hundred that, that consumed about 300 watts per chip. The Hopper, the current generation, the H-one hundred, H-two hundred those are about 700 watts per chip. And the Blackwe…”
Oct 22, 2024 neutral
Dec 5, 2024
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”
Mar 6, 2025 bullish
Koomey: AI industry will pivot to massive efficiency gains under infrastructure constraints
“Between those various, ah, improvements that you can get beyond just shrinking transistors and making things closer together, there's orders of magnitude possibility for improving efficiency, and so my sense is that the, you know, the focus has been basically …”
Mar 6, 2025 negative
Koomey: Analysts wrongly use Nvidia sales projections to forecast electricity growth
“And usually what they're assuming is NVIDIA's business plan is our growth forecast. Right? They're just saying, because for AI, they're just saying, well, NVIDIA has this projection for the next few years of how many AI nodes they're gonna sell, and they just …”
May 1, 2025 bullish
Schroepfer: Well-funded tech companies will build massive power capacity globally
“Underhyped in the sense that I like Respectfully disagree with Nick, which is just look at NVIDIA's earning calls. Like people are buying those chips and powering them up. So, and I think companies are, I spent a lot of time being incredibly creative about fin…”
May 1, 2025 bullish
Chaset: Startup puts GPUs on water heaters for 10x compute revenue
“Water is they put two NVIDIA GPUs on top of a water heater. And you know, creates heat. They suck it into the water. It heats the water. And it creates a 10 X ratio of compute revenue to electricity costs. So they can actually give water heaters away for free.…”
Dec 4, 2025 bullish
Matthew: Power constraints widen Nvidia's total cost advantage over less efficient chips
“Because since we are power constrained and that constraint is expected to get worse and power prices rise, the NVIDIA chip holders actually, like the TCO advantage that they have versus less efficient chips actually goes up in that scenario, right? So they act…”
Apr 9, 2026 bullish
Emerald and NVIDIA to deploy 100MW power-flexible AI factory in 2026
“I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah, A hundred megawatt commercial scale AI factory that is truly power flexible. It's custom designe…”
Jul 9, 2026 bullish
Jul 9, 2026 bearish
Eliahu-Ontiveros: Nvidia risks losing silicon share unless it backstops neocloud power
“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”