The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Patel: Chinese local governments, not national, banned Nvidia's H20 and H200
“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. Right. A lot of local ones have said, no, you know, you must use China manufactured chips.”
Buying Nvidia stock instead of funding AI chip rivals yielded 4x more
“Six billion turned into thirty billion roughly, of which half is CameraCon, which is a Chinese listed company. And then NVIDIA would be worth a hundred and twenty billion.”
Catanzaro: Nemotron 3's Latent MoE quadruples experts for same inference cost
“Latent MOE is a specific innovation that we have in NemoTron three family. And what it does is actually reduces the amount of communication that has to be sent through NVLink during MOE computations by basically down projecting it. So, you know, every token pr…”
NVIDIA pre-trained Nemotron Ultra and Super natively using 4-bit floating point
“NemoTron Ultra and Super, ah, were pre-trained using four-bit arithmetic. We pre-trained those in MVFP four”
Prince: Cloudflare re-issued a years-old Nvidia press release and stock doubled
“And hilariously, like two or three years later in 2024, we, and you can look this up, we actually issued the exact same press release, just changed the date, and our stock doubled.”
Patel: Nvidia is backstopping CoreWeave's land and power capital needs
“NVIDIA invested two billion in CoreWeave, but what's more important is that that's like sort of just like the sticker. What's really relevant is NVIDIA is going to work with CoreWeave to acquire and backstop and all these things, the land, the power, the energ…”
Patel: TSMC is actively manufacturing chips in Arizona for Nvidia, Apple, and AMD
“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”
NVIDIA stock outperformed private AI chip startup investments 12x to 2x
“If you bought NVIDIA stock on the day of the announcement of all the, like, private rounds in these companies, what would the value of your stock be in NVIDIA versus these companies? And if I recall correctly, it's basically 12 X in NVIDIA versus two X in in t…”
NVIDIA's sovereign AI business generates around $20 billion in revenue
“Nvidia has even started marketing this as like a new kind of product line basically for its business that currently generates, I think, around twenty billion dollars worth so it's real money”
Nvidia chips appear in 11x more AI research papers than all competitors
“If you sum all the papers that use NVIDIA chips versus all the papers that use TPUs, FPGAs, ASICs, Apple, Huawei, the sum of all NVIDIA papers versus the sum of everybody else, the delta is like 11 times.”
Catanzaro: Hybrid state-space transformer architectures are widely adopted in frontier AI
“It's become, I think, Quite widely adopted to use some sort of state space model in conjunction with full attention for the base architecture.”
NVIDIA DLSS Generates 23 Out of Every 24 Pixels in Games
“These days, 23 out of every 24 pixels is being generated by our AI model when you're using DLSS to play games”
Catanzaro: Combining SSMs and transformers produces smarter AI models than either alone
“Using both of these together was actually better than using either one on their own. And that is independent of the speed benefit. That is just the model is smarter.”
Balaban: NVIDIA is the only chip provider in every major cloud
“They're the only server provider, the only chip provider that is available in every single major cloud platform, which is a huge platform advantage.”
NVIDIA chips power 90% of open-source AI research papers
“If you do that analysis, you basically find that 90% of all papers make use of a NVIDIA chip.”
Evans: Nvidia sells integrated computer systems, not just GPU chips
“People still think of NVIDIA as making GPUs in the sense that they make chips and sell chips. That's not what they do. They sell computers. They sell custom computers, kind of like Sun Microsystems did with a whole networking stack and a software stack on top …”
Borgman: Dell is selling massive quantities of on-prem AI servers
“They're selling, selling a ton of servers right now, AI servers, which are basically, you know, have a lot of GPUs in them, a lot of NVIDIA products in there, and are seeing customers that are trying to get economies of scale by deploying that infrastructure o…”
Nvidia released an AI model that outperformed GPT-4
“Just a couple of weeks ago, Nvidia announced that In addition to having the best chips, they just released a model that was actually better than GPT-IV.”
NVIDIA details Nemotron 3 parameter specs from 3B to 55B active
“Nano is a thirty billion total three billion active parameter model. Super is one 20 and 12, and Ultra is five 50 and 55.”
Catanzaro: cuDNN was NVIDIA's first GPU deep learning product
“Then that led to the creation of QDNN, which was NVIDIA's first product for deep learning on the GPU.”
Catanzaro: NVIDIA post-trained Nemotron-3 Ultra using multi-domain on-policy distillation
“So with Nemo Tron three ultra, we did post-training using something called multi-domain on policy distillation.”
Catanzaro: NVIDIA used 10 to 15 teacher models for Nemotron-3 distillation
“There's with NemoTron three, I think we had about 10, 10 or 15 of these teachers.”
Evans: Nvidia hit over $70B in trailing 12-month free cash flow
“I mean, I haven't looked at, I haven't updated my number here, but like, I think Q three last year, I think NVIDIA had something over seventy billion dollars of trading 12 months free cash flow.”