Nvidia, every mention
5 scenes (said by Josh Wolfe), the whole family · ← back to Nvidia
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Verbatim, from the transcripts: the passages where Nvidia comes up
Josh Wolfe: Human Advantage in the World of AI
- ▶ 8:51 Josh Wolfe Is that a significant portion of inference, so, you know, if you break down training, you still need large hundred thousand-ish clusters of H-one hundred, top-performing chips.
- ▶ 10:25 Josh Wolfe I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know,…
- ▶ 12:00 Josh Wolfe And that's what people thought about CPUs back in the day, and then GPUs for just, you know, traditional video graphics, and then the AI researchers came and said, well, wait a second, we can run these convolutional neural nets on these… 5 times in the scene
- ▶ 20:58 Josh Wolfe NVIDIA today, until there's an alternative, whether in architecture, algorithms, or in something else, you know, they've got dominant margins because they can charge super high prices because there is no alternative.
- ▶ 49:24 Josh Wolfe Well, you saw this a little bit with just how quickly the market reacted with a single largest one-day loss of five, six, seven hundred billion dollars with NVIDIA, just because of the fear over DeepSeek, and the fear was a cascading, you…