Nvidia, every mention
17 scenes (said by Dylan Patel), the whole family · ← back to Nvidia
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every year anyone Matt Turck 120Dylan Patel 33Bryan Catanzaro 32Stephen Balaban 21Dan Fu 21Nathan Benaich 12Sharon Zhou 10Gaurav Misra 8Benedict Evans 5Andrew Feldman 5
Verbatim, from the transcripts: the passages where Nvidia comes up
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 3:37 Dylan Patel That's the CPX. 3 times in the scene
- ▶ 6:24 Dylan Patel I was an advisor for NVIDIA acquired in Fabrica just maybe a few months before they did Grok and similar style of deal, right? 3 times in the scene
- ▶ 10:25 Dylan Patel It's an incredible amount of the software that NVIDIA GPUs run on is not from NVIDIA. 6 times in the scene
- ▶ 17:16 Dylan Patel Because Blackwell is just way better than MI-tri-fifty-five.
- ▶ 17:19 Dylan Patel Um, and then, you know, Rubin comes out and they'll be way, way behind, but then AMD's new chip comes out and AMD will be caught up, or even slightly ahead.
- ▶ 17:40 Dylan Patel Yeah, I mean, NVIDIA's revenue this year is going to be like, it's a lot.
- ▶ 18:08 Dylan Patel You, you have to specialize because you're never going to beat Nvidia at their own game, right? 7 times in the scene
- ▶ 19:27 Dylan Patel It's not just Hopper, Blackwell, Rubin.
- ▶ 19:27 Dylan Patel It's not just Hopper, Blackwell, Rubin. 2 times in the scene
- ▶ 19:27 Dylan Patel It's not just Hopper, Blackwell, Rubin.
- ▶ 19:29 Dylan Patel Now it's going to be, you know, it's not Ampere Hopper, you know, you know, it's not that line.
- ▶ 19:41 Dylan Patel And, and actually AI models have developed in a way where CPX or Grok style chips are the best, right?
- ▶ 21:51 Dylan Patel Like, like if, for example, a chip optimized for video and image generation existed today and it was better than NVIDIA or NVIDIA made it, I think mid journey would absolutely only use that for inference.
- ▶ 27:26 Dylan Patel But as far as I understand, the national government has not banned Nvidia's H-twenty or H-two hundred, but the local ones have.
- ▶ 27:26 Dylan Patel But as far as I understand, the national government has not banned Nvidia's H-twenty or H-two hundred, but the local ones have.
- ▶ 27:26 Dylan Patel But as far as I understand, the national government has not banned Nvidia's H-twenty or H-two hundred, but the local ones have.
- ▶ 43:17 Dylan Patel TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?