Nvidia, every mention
18 scenes (2026), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2026 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.