B200
also referred to as: b 200
2 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 3, 2026 by Philip Kiely · across every show →
Everything said about B200, oldest first
Aug 3, 2026 positive
Quantization, speculative decoding, and prefill-decode disaggregation each yield 2x speedups
“Going from BF-sixteen to NVFP four is, it's not quite a two X, right? It's like, I think it's about like 30, 30 to 40% from 16 to eight, and then another 30 to 40% multiplied from eight to four. So that doesn't quite get you a two X, but like roughly a two X. …”
Aug 3, 2026 bearish
TurboQuant is inefficient on high-bandwidth data center GPUs like NVIDIA B200
“TurboQuant would not be like, it would not be used. Like Nvidia made it clear that this is not a good optimization. And we've seen it firsthand where the overhead of doing dequantization, quantization of You know, in the kernel itself, the turbo-quant kernel, …”