GPU

also referred to as: gpus

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 25, 2025 by AJ Dye · across every show →

Everything said about GPU, oldest first

Jun 25, 2025 neutral

Assertion Not checkable as stated

Dye: Data center bottlenecks shifted from GPUs to power and labor

“In data centers, the constraints now are, you know, a year ago was much more around GPUs and certain pieces of equipment inside the data center stack, and now the primary constraints are really more power and skilled labor.”

AJ Dye Jun 25, 2025 ▶ 26:37 Bridging Investment and Operations: AJ Dye on Scaling Tech with Vertex Innovations and Unifi Ventures

Jul 3, 2025 neutral

Assertion Supported

Chan: Academic researchers, not Nvidia, initiated using GPUs for AI compute

“Researchers brought the, ah, use case of GPUs for AI. Researchers did that, not Nvidia. They were focusing on gaming, but these guys, these researchers were using it for compute. He wasn't aware of that.”

Keong Chan Jul 3, 2025 ▶ 31:57 Surfing the Waves of Deep Tech: Early-Stage University Research and Startup Formation

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GPU

Everything said about GPU, oldest first

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