Blackwell

also referred to as: blackwells

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 12, 2024 by Ty Mitchell · across every show →

Everything said about Blackwell, oldest first

Dec 12, 2024 negative
Assertion Supported
Mitchell: Nvidia's Blackwell rollout was delayed by heating issues
“When NVIDIA has introduced a couple of new chips first the Samsung HVM there were heating issues back then with Blackwell again, heating issues came up where that delay that rollout was delayed due to due to heating issues.”
Ty Mitchell Dec 12, 2024 ▶ 12:03 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Feb 26, 2026 bullish
Assertion Supported
Tiwari: Blackwell GPUs achieve 90 to 100x inference efficiency over Hopper
“And so for the hoppers, the H 100 or H 200 series of GPUs into the Blackwells there was a claim made that it could be 30 times more efficient. And I think the data from, you know, some analysis showed that it was 90 to a hundred times more efficient in terms o…”
Neil Tiwari Feb 26, 2026 ▶ 14:50 Who's Actually Funding the AI Buildout?
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