Nvidia, every mention
55 scenes, the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Shayle Kann 28Varun Sivaram 20Jeremy Eliahu-Ontiveros 13Chase Lockmiller 12John Koomey 5Brian Janous 4Drew Baglino 3Stephen Lacey 2Nick Chaset 2Chris Sharp 2
Verbatim, from the transcripts: the passages where Nvidia comes up
What comes after the data center backlash?
- ▶ 2:11 Shayle Kann Brian is the co-founder and chief commercial officer of Cloverleaf Infrastructure, which just a couple weeks ago announced a big partnership and investment from NVIDIA.
- ▶ 35:14 Brian Janous We, uh, one of the guys that was working for me, Sean James, who's now at NVIDIA, did this.
Can AI revolutionize grid operations?
The electrician shortage slowing the AI boom
- ▶ 0:52 Shayle Kann They can buy chips from AMD instead of NVIDIA.
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 3:20 Jeremy Eliahu-Ontiveros Uh, that's a Hopper H.
- ▶ 20:15 Jeremy Eliahu-Ontiveros Um, and so I think Google sort of saw the opportunity as a way to sell their hardware externally and compete straight against NVIDIA. 5 times in the scene
- ▶ 25:18 Jeremy Eliahu-Ontiveros Um, and 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 7 times in the scene
Inside Google’s massive AI capex (live)
- ▶ 5:28 Amin Vahdat If you look at our announcements for TPUs, NVIDIA's announcements for GPUs, the latest, greatest is coming out every year.
The rise of flexible data centers
- ▶ 9:35 Varun Sivaram Data center flexibility is important because if these new AI factories, as Jensen Huang at NVIDIA calls him, if they can be flexible just a little bit of the time, they can utilize this vast amount of unused capacity on the grid.
- ▶ 16:00 Varun Sivaram If you watched Jensen's keynote at NVIDIA GTC, you saw some of the ridiculous economics of
- ▶ 18:35 Varun Sivaram If you're, if you've got a 200 megawatt data center, and you are able to increase its capacity to 230 megawatts, just a year ahead of schedule, and you can swap out to liquid cooling and next generation NVIDIA GPUs, you create billions of…
- ▶ 21:59 Varun Sivaram We've now done these five demonstrations at data centers with NVIDIA, with EPRI's DC Flex Initiative, and with many other partners from Oracle to Nebius to National Grid.
- ▶ 33:51 Varun Sivaram With NVIDIA, we made a major announcement at CiroWeek that NVIDIA has a reference architecture. 2 times in the scene
- ▶ 33:56 Varun Sivaram It's called DSX. 2 times in the scene
- ▶ 42:07 Varun Sivaram Soccer game, tea kettle spike, a heat dome we demonstrated in Portland, Oregon with PGE, the utility in NVIDIA, and many other potential reliability issues. 2 times in the scene
Battery booms and the rise of flexibility [partner content]
- ▶ 28:58 Sean McAvoy So it is the likes of, you know, the big hyperscalers or these big companies, like whether it's Nvidia, whether it's like Microsoft, whether it's Apple, et cetera.
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 31:18 Jake Elder And when you think about the compute infrastructure we're, we're building out, like, a single NVIDIA high-density rack could soon be more than a hundred kilowatts.
Can AI revolutionize EPC?
- ▶ 10:38 Shayle Kann Is this one using, which NVIDIA chips is it using?
Who benefits from the AI power bottleneck?
- ▶ 24:58 Shayle Kann Like, if you think about NVIDIA's incentives, on one hand, they share the incentives that most of these other folks do, of like, let's play up the power constraint in the hope that it gets solved. 10 times in the scene
- ▶ 34:36 Shanu Matthew I think folks oftentimes think about it as just NVIDIA, but the names, like the, a lot of the companies that we talked about earlier, like the, the EMP, sorry, the EPCs, the MEP subcontractors, the networking and optical, uh, connectivity…
The mechanics of data center flexibility
- ▶ 4:37 Varun Sivaram Um, AI data centers nowadays, as NVIDIA CEO Jensen Huang calls them, AI factories,
- ▶ 11:41 Varun Sivaram NVIDIA's Blackwell is much more efficient than Hopper, which is much more efficient than the previous generation, A-Hundreds, et cetera. 2 times in the scene
- ▶ 11:41 Varun Sivaram NVIDIA's Blackwell is much more efficient than Hopper, which is much more efficient than the previous generation, A-Hundreds, et cetera.
- ▶ 12:23 Varun Sivaram Today, I just was in a data center in Silicon Valley seeing a brand new deployment of NVIDIA GB 200, the Blackwell generation.
- ▶ 14:34 Varun Sivaram Those same NVIDIA GPUs can then be used for smaller research training workloads.
- ▶ 21:51 Varun Sivaram You might also go all the way down to the underlying silicon, the, for example, NVIDIA chips, and you might change what we call the clock frequency of the chip to change the rate at which computations happen.
- ▶ 28:43 Varun Sivaram You know, we set out to demonstrate one example of this in Phoenix, Arizona earlier this summer, and we published the results along with NVIDIA and the Electric Power Research Institute, our partners, Salt River Project, uh, at an Oracle…
- ▶ 34:13 Varun Sivaram We're very excited to have whole data centers be power flexible in partnership with our collaborators, such as NVIDIA, which is our biggest investor. 2 times in the scene
The state of play of data center development
- ▶ 34:47 Chris Sharp And working with our partners that, you know, across the broad spectrum, watching and working with NVIDIA, Vladimir Troy, who runs R&D there, we spend a lot of time with them, not just on the current generation that the public gets to see,… 2 times in the scene
Catalyst Live at SF Climate Week
- ▶ 19:07 Mike Schroepfer Respectfully disagree, um, with Nick, which is just look at NVIDIA's earning calls.
- ▶ 43:19 Nick Chaset So Water is, uh, they put two NVIDIA GPUs on top of a water heater. 2 times in the scene
A skeptic’s take on AI electricity load growth
- ▶ 0:47 John Koomey Usually what they're assuming is NVIDIA's business plan is our growth forecast, right? 2 times in the scene
- ▶ 17:14 John Koomey And usually what they're assuming is NVIDIA's, uh, business plan is our growth forecast. 2 times in the scene
- ▶ 38:59 John Koomey And while there was some improvement, and you can see it in the NVIDIA chips over time, there's some improvement.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 21:22 Shayle Kann And every company that is either NVIDIA and,
Explaining the 'Watt-Bit Spread'
- ▶ 28:38 Brian Janous So if, if I'm downstream in the system, so I'm data center operators, I'm cloud providers, I'm NVIDIA, I'm open AI, uh, I'm very much thinking about the world in terms of theory of constraints, because again, the cost of the base…
Frontier Forum: An energy-first approach to data centers
- ▶ 9:37 Chase Lockmiller Yeah, I mean, we, we need to address it head-on, because, you know, and I think what you're seeing is that, like, I mean, just, if you think about just the power consumption of an H 100, right, which is the current generation of NVIDIA… 2 times in the scene
- ▶ 9:37 Chase Lockmiller Yeah, I mean, we, we need to address it head-on, because, you know, and I think what you're seeing is that, like, I mean, just, if you think about just the power consumption of an H 100, right, which is the current generation of NVIDIA… 3 times in the scene
- ▶ 19:47 Stephen Lacey Like, when you look at future efficiencies of chip design, how are you, like, NVIDIA chip design, how are you collaborating on data center design to, like, 2 times in the scene
- ▶ 20:09 Chase Lockmiller If you look at, like, the last generation NVIDIA chip, it was the Ampere, uh, so the A-one hundred, um, that, that consumed about 300 watts per chip.
- ▶ 20:09 Chase Lockmiller If you look at, like, the last generation NVIDIA chip, it was the Ampere, uh, so the A-one hundred, um, that, that consumed about 300 watts per chip.
- ▶ 20:18 Chase Lockmiller The Hopper, the current generation, the H-one hundred, H-two hundred, um, those are about 700 watts per chip.
- ▶ 20:18 Chase Lockmiller The Hopper, the current generation, the H-one hundred, H-two hundred, um, those are about 700 watts per chip.
- ▶ 20:18 Chase Lockmiller The Hopper, the current generation, the H-one hundred, H-two hundred, um, those are about 700 watts per chip.
- ▶ 20:24 Chase Lockmiller Um, and the Blackwell is sort of the next generation, the GB 200, um, that'll be about 1200 watts per chip.
- ▶ 20:24 Chase Lockmiller Um, and the Blackwell is sort of the next generation, the GB 200, um, that'll be about 1200 watts per chip.
Can chip efficiency slow AI's energy demand?
- ▶ 3:55 Shayle Kann First one from NVIDIA. 2 times in the scene
- ▶ 3:56 Shayle Kann So when NVIDIA unveiled what they call their Blackwell chips, their next generation GPU, they said that the Blackwell chip has 25 X lower energy consumption. 2 times in the scene
- ▶ 16:27 Shayle Kann I think NVIDIA, when they released the Blackwell chip, said it's like 25 4 times in the scene
- ▶ 16:27 Shayle Kann I think NVIDIA, when they released the Blackwell chip, said it's like 25 3 times in the scene
- ▶ 22:30 Shayle Kann Two is chips, like Nvidia's sold out for years, and there's only so many chips in the world, and three is energy.
Under the hood of data center power demand
- ▶ 41:25 Brian Janous And, you know, there's a lot of discussion right now about efficiency and what if Nvidia comes out with a, you know, more efficient chip that's, which they have, and they continue to innovate and come out with more efficient chips. 2 times in the scene
Drew Baglino on Tesla’s Master Plan
- ▶ 30:03 Drew Baglino And then on the other side, you have, you know, NVIDIA is doing a good job and, and other companies to, to reduce the, the Watts per flop of, of useful compute. 3 times in the scene
- ▶ 33:22 Shayle Kann I mean, maybe NVIDIA's production capacity is, like, up there, too, but otherwise, it's energy, and so the combination of those two things makes me think it is, it's highly likely we're going to see some