Assertion Supported AI assessment confidence: 85% certainty 4/5 debate potential 2/5

Uberti: NVIDIA Blackwell point-to-point latency is about 4,000 nanoseconds

Gavin Uberti · The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best · Jun 30, 2026 · at 11:19

Gavin Uberti is co-founder and CEO of Etched, discussing interconnect limitations in GPU clusters during inference.

0:00 / 0:04exact quote · 4.5s
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“For example, on Blackwell chips, it can be about 4000 nanoseconds to go point to point.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Prediction Not checkable as stated
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Prediction Not checkable as stated
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Insight
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Assertion Not checkable as stated
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Prediction Not checkable as stated
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