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NVLink

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 25, 2026 by Neil Movva · said 5 times in 1 episodes since 2026 · across every show →

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brought up most by Neil Movva (5)

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2026 5 mentions in 1 episode

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Everything said about NVLink, oldest first

Aug 25, 2026 bearish
Prediction Not checkable as stated
Movva: Rival chipmakers will not replicate NVIDIA's NVLink quickly
“I think I'm not holding my breath for other companies broadly to figure out NVLink quickly. It's challenging technology to figure out. It's hard to scale. It's hard to productionize.”
Neil Movva Aug 25, 2026 ▶ 22:33 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Aug 25, 2026 neutral
Insight
Movva: Sharding matrix multiply across eight GPUs yields only 4x to 5x speedup
“You'll use eight times more hardware, but you won't get eight times the speed. You might get like four to five X the speed. You're not going to get strong scaling. And this is because of communication overhead.”
Neil Movva Aug 25, 2026 ▶ 21:37 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Aug 25, 2026 positive
Opinion
Movva: NVLink is mandatory for low-latency AI inference
“NVLink is mandatory, I would say, for low latency inference.”
Neil Movva Aug 25, 2026 ▶ 22:23 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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