Nvidia Blackwell
also referred to as: nvidia blackwell chips
part of NVIDIA
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 9, 2025 by Gavin Baker · said 44 times in 6 episodes since 2025 · across every show →
Mentions by year
brought up most by Gavin Baker (29), Patrick O'Shaughnessy (5), Neil Movva (4), Dylan Patel (3), Rob Wachen (2), Gavin Uberti (1)
tap a year for its mentions
2026 16 mentions in 4 episodes 4 per episode
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- every mention in 2026, scene by scene →
Everything said about Nvidia Blackwell, oldest first
Dec 9, 2025
Nvidia Blackwell racks weigh 3,000 pounds and consume 130 kilowatts
“Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers a thousand pounds to 3000 pounds. Goes from round numbers, 30 kilowatts, which is 30 American homes, to a 130 kilowatts, which is a 130 Ame…”
Jun 30, 2026 negative
Aug 25, 2026 neutral
Movva: An 800mm² Die Made Entirely of SRAM Would Hold Only Single-Digit Gigabytes
“The problem with SRAM is it takes a lot of area on the silicon die so if you want to build a large die, like let's say the NVIDIA Blackwell at 800 millimeters square, if you made that whole die SRAM, It would be in the maybe like single digit gigabytes. It's n…”
Aug 25, 2026 positive