Nvidia, every mention

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Verbatim, from the transcripts: the passages where Nvidia comes up

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▶ 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…

▶ 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

▶ 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

▶ 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

▶ 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.

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