Nvidia
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 21, 2024 by Brian Janous · said 8 times in 6 episodes since 2023 · across every show →
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brought up most by Stephen Lacey (5), Mark Gurman (2), Brian Janous (1)
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2024 5 mentions in 4 episodes 1 per episode
2023 3 mentions in 2 episodes 2 per episode
Everything said about Nvidia, oldest first
May 21, 2024
Janus: 2x more efficient AI chips will lead tech giants to deploy 2x more chips
“And, you know, I had someone ask me the other day, well, what happens if, you know, if NVIDIA comes out with a chip that's twice as efficient? And my response to that is, well, then Meta or Microsoft or Google will plug in twice as many chips. If they have the…”