The Ledger
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Sohmers: NVIDIA Blackwell memory bandwidth efficiency will be lower than Hopper
“All indications are, even though they, you know, more than doubled the theoretical memory bandwidth going from Hopper to Blackwell, the actual percentage of theoretical that you can achieve is, again, going to be less than the previous generation”
Sohmers: People will continue buying NVIDIA for AI training
“We are betting that people are going to continue to train on NVIDIA for at least the foreseeable future, where, since we're able to, you know, and I'll say, I really hope others are able to be successful in, in providing competition against NVIDIA, but Given t…”
Sohmers: NVIDIA will have a very good decade ahead despite startup challengers
“The reality is NVIDIA is going to have a very, very good decade ahead for them. And The market is growing so fast that all of us in the space trying to take them on can be very happy with, you know, very, very small wins in the space.”