Nvidia H100

part of NVIDIA

0 statements across 0 episodes · 0 bullish · 0 bearish · 0 people on the record · said 4 times in 4 episodes since 2025 · across every show →

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brought up most by Dylan Patel (2), Patrick O'Shaughnessy (1), Gavin Baker (1)

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2026 3 mentions in 3 episodes 1 per episode

Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best Aug 4, 2026 · 1 mention · from 50:40
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 1 mention · from 33:14
The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best Apr 23, 2026 · 1 mention · from 28:27
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2025 1 mention in 1 episode

Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best Sep 30, 2025 · 1 mention · from 51:35
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Nvidia H100

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