Nvidia
includes NVIDIA H100, NVIDIA Blackwell, NVIDIA A100, NVIDIA Hopper, NVIDIA Tesla V100, NVIDIA B100, NVIDIA H200, NVIDIA V100, NVIDIA Ampere, NVIDIA B200, NVIDIA DGX, NVIDIA Grace CPU and 17 more
63 statements across 25 episodes · 37 bullish · 11 bearish · 17 people on the record · first statement Apr 25, 2023 by Jensen Huang · said 304 times in 54 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Sarah Guo (116), Elad Gil (44), Jensen Huang (34), Jared Quincy Davis (16), Tuhin Srivastava (13), Andrew Feldman (8), Ty Mitchell (7), Neil Tiwari (6)
tap a year for its mentions
2026 56 mentions in 11 episodes 5 per episode
- NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- Who's Actually Funding the AI Buildout?
- Redefining Chip Architecture with Arm CEO Rene Haas
- How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
- Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- 3 more episodes that year, every mention in 2026 →
2025 48 mentions in 10 episodes 5 per episode
- No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad
- No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
- No Priors Ep. 104 | With Flagship Pioneering CEO and Co-Founder Noubar Afeyan
- No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
- No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
- No Priors Ep. 100 | With Sarah and Elad
- No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
- 2 more episodes that year, every mention in 2025 →
2024 130 mentions in 20 episodes 7 per episode
- No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
- No Priors Ep. 54 | With Sarah Guo & Elad Gil
- No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
- No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
- No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
- No Priors Ep. 78 | With AWS CEO Matt Garman
- No Priors Ep. 46 | Best of 2023 with Sarah Guo and Elad Gil
- No Priors Ep. 95 | Best of 2024
- 12 more episodes that year, every mention in 2024 →
2023 70 mentions in 13 episodes 5 per episode
- No Priors Ep. 13 | With Jensen Huang, Founder & CEO of NVIDIA
- No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
- No Priors Ep. 32 | With NEAR’s Illia Polosukhin
- No Priors Ep. 27 | With Sarah Guo & Elad Gil
- No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
- No Priors Ep. 44 | With Former Square CEO Alyssa Henry
- No Priors Ep. 20 | With Sarah Guo and Elad Gil
- No Priors Ep. 3 | With Stability AI’s Emad Mostaque
- 5 more episodes that year, every mention in 2023 →
Everything said about Nvidia, oldest first
Apr 25, 2023 neutral
Huang: Geoffrey Hinton's lab first trained deep neural networks on GeForce gaming cards
“The first GPU that Jeff Hinton got for his lab, you know Hila would tell you that, that Jeff came in and said, here's a couple of GPUs, it's called GeForce, and you guys should try to use that for DNN, and so it was a gaming card.”
Apr 25, 2023 neutral
Apr 25, 2023 positive
Apr 25, 2023 negative
Huang: Corporate org charts wrongly invert management spans of control
“The number of direct reports of CEOs are very few. And the direct reports of the people who are just learning how to manage first level managers are very large. It's exactly the opposite of how it should probably be architected.”
Apr 25, 2023
Apr 25, 2023
Apr 25, 2023
Apr 25, 2023 neutral
Apr 25, 2023 neutral
Apr 25, 2023 positive
Huang: Andrew Ng contacted NVIDIA around 2012 to train neural nets on GPUs
“Around 20 12, I guess, and it was because simultaneously Andrew Eng reached out to Bill Daly, our chief scientist to work on a way to get the neural network model that they were working on onto GPU so that they could, instead of using thousands of CPU servers,…”
Jun 8, 2023 bullish
Guo: US GPU export bans will spur China to build competitive chips
“I do think that if China cannot get A-one-hundreds, H-one-hundreds, top-of-the-line hardware, like, GPUs with good interconnect to train models, like, They will invest heavily in solving that problem. And so one of the things that has been quietly happening is…”
Aug 3, 2023 neutral
Biewald: Nvidia Chips Forced ML Researchers To Become Software Developers
“When NVIDIA came along and these chips worked for deep learning, it just, like, broke the entire stack. Like, it was, like, a first time in my career where I'm, like, running into, like, linker errors. I'm like, what the fuck is a linker error? Like, I vaguely…”
Sep 7, 2023 bearish
Sep 7, 2023 neutral
Sep 7, 2023 negative
Dec 14, 2023 bearish
Henry: Nvidia will lose AI chip monopoly as a number two emerges
“I obviously NVIDIA is selling the most GPUs. That's fun. Yeah. That's driving, you know, a lot of AI, but I think there's still room. I don't think it's going to be a monopoly on the area. And you know, I do think there will be a clear number two. And right no…”
Jan 11, 2024 positive
Huang: NVIDIA Operates Two Parallel Systems for Long-Term Innovation and Perfect Execution
“Our company actually has two different ways of working. One of them is rather organic, shape-shifting all the time. If a particular investment is not working out, we give up on it, move the resources somewhere else. And so that's the agile part of the company.…”
Feb 29, 2024 bullish
Mar 7, 2024 bullish
Mar 7, 2024 neutral
Mar 7, 2024 neutral
Gil: Advanced semiconductor markets historically produce only one leader and one runner-up
“If you look at many of the most advanced chip markets, historically at least, there's tended to be a leader, and then there's been, there's tended to be a second place party, and that was
You know, during the microprocessor world, that was Intel, and then AMD …”
Mar 7, 2024 positive
Mar 7, 2024 neutral
Mar 21, 2024 bearish
Mar 21, 2024 negative
Srivastava: Securing H100s still requires weeks of provider negotiations and escalations
“I think customers are still struggling with availability for the most premium chips. And I think, you know, whether that's eight, 108, 100, I think even when there is availability, you're oftentimes looking for like three to six weeks of negotiating with cloud…”
Mar 21, 2024 bearish
Srivastava: Baseten is avoiding non-NVIDIA hardware investments in the short term
“I think short term you know, it's really hard for me to see how we make investments beyond NVIDIA, especially when there's a customer, where there's like customer A crunch on the other side from customers who are like, hey, we need this now.”
Aug 22, 2024 positive
Aug 29, 2024 bullish
Sep 12, 2024 positive
Guo: AMD bought ZT Systems as a billion-dollar data center acqui-hire
“The theoretical like missing component that ZT fills is if you think of it as like a one to two billion dollar aqua hire of a thousand systems designs folks to support the like rack and data center scale AI business instead of like individual chips or componen…”
Nov 7, 2024 bullish
Huang: AI compute will follow hyper Moore's Law over the next decade
“Over the next 10 years our hope is that we could double or triple performance every year at scale. Not at chip. At scale. And to be able to, therefore, drive the cost down by a factor of two or three, drive the energy down by a factor of two, three every singl…”
Nov 7, 2024 bullish
Nov 7, 2024 bullish
Nov 7, 2024 bullish
Nov 7, 2024 bullish
Nov 7, 2024 positive
Nov 7, 2024 positive
Nov 7, 2024 positive
Huang: NVIDIA Improved Hopper Performance on LLaMA 5x in One Year
“CUDA made it possible for us to iterate so quickly, just in the last year, and then we just went back and benchmarked when Lama first came out, we've improved the performance of hopper by a factor of five without the layer on top ever changing.”
Nov 7, 2024 bullish
Nov 7, 2024 positive
Nov 7, 2024 positive
Dec 12, 2024 negative
Dec 26, 2024
Dec 26, 2024
Feb 7, 2025 bullish
Aug 7, 2025 negative
Aug 14, 2025 negative
Aug 14, 2025 bullish
Patel: AMD, Trainium, or TPUs will beat chip startups as NVIDIA alternatives
“I probably think that like AMD GPUs or Amazon's Tranium will be probably more likely to be a best second choice. For people or Google TPU, of course, but I think Google is just more interested in it for internal workloads. I just think that those will be much …”
Dec 19, 2025 bullish
Gil: Major AI IPO Will Trigger Wave of Follower Tech Listings
“I think if one of the main AI companies goes out, it'll be probably do extremely well depending where they price. I mean, obviously if they're overly aggressive, it won't. But in general, I think there's so much retail appetite to actually participate in AI be…”
Jan 8, 2026 positive
Huang: US-China relationship will improve under Trump administration
“I am optimistic that, that our relationship with China will improve. That President Trump and the administration has a really, really grounded and common sense attitude about and philosophy around, around how to think about China.”
Jan 8, 2026 neutral
Jan 8, 2026 positive
Jan 8, 2026 positive
Jan 8, 2026 bullish
Huang: NVIDIA's autonomous vehicle business is approaching $10 billion
“NVIDIA's AV business It's coming up on ten billion dollars. Nobody ever talks about that, and because you have to train world models, you have to train these AI, AVs, and it's happening, robo taxis happening all over the world.”
Jan 8, 2026 bullish
Huang: NVIDIA would be worth hundreds of billions even without chatbots
“If you, if generative AI, well, excuse me, if chatbots, let's just go, you know, OpenAI and Anthropic, Gemini. If none of that existed today, NVIDIA would be a multi-hundred billion dollar company, and the reason for that is because, as you know, the foundatio…”
Jan 8, 2026 negative
Huang: Tech companies should not lobby governments to regulate competitors
“As a policy, as a practice, I don't think companies ought to go to governments to advocate for the regulation on other companies and other industries, just in practice. Their intentions
Are clearly deeply conflicted.
And their intentions are clearly, you know,…”
Jan 8, 2026 bullish
Feb 26, 2026 bullish
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…”
Feb 26, 2026 bullish
May 21, 2026 bullish
Jun 18, 2026 positive
Aug 15, 2026 positive
Sep 3, 2026 bullish
Sep 3, 2026 positive
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”