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Nvidia

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Sep 29, 2023 by Mustafa Suleyman · across every show →

Everything said about Nvidia, oldest first

Sep 29, 2023 bullish
Assertion Supported
Suleyman: Inflection and CoreWeave Demonstrated World's Fastest ML Benchmark Computer
“Recently, we announced our new supercomputer of NVIDIA H 100, and on the open source ML performance benchmark, NVIDIA and our partner CoreWeave and us actually demonstrated that it was the fastest computer in the world.”
Mustafa Suleyman Sep 29, 2023 ▶ 25:08 Empathy in AI (Inflection AI’s Mustafa Suleyman) | Masters of Scale
Dec 18, 2023 positive
Disclosure
Gelsinger: Intel wants to manufacture chips for Nvidia, AMD, Google, and Amazon
“And frankly, I want to manufacture for NVIDIA, for AMD, for Google, for Amazon. We want to be that supply chain provider because the world needs a Western supply chain at scale.”
Pat Gelsinger Dec 18, 2023 ▶ 10:18 Inside Intel’s AI ambitions (with Intel Corporation's Pat Gelsinger) | Masters of Scale
Apr 24, 2024 bullish
Assertion Supported
Hoffman: Nvidia maintains 80% margins and an unmatched hardware edge
“Nvidia has got these You know, great business with 80% margins. We have this fairly, you know, strong hardware edge that so far we have not been had anyone catch us.”
Reid Hoffman Apr 24, 2024 ▶ 6:56 Reid Hoffman on OpenAI’s $7 trillion plan, Apple’s Vision Pro, and AI traps | Masters of Scale
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