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.
why aren't all 63 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Huang: Chinese military is unlikely to use American tech
“And so that American technology, although general purpose it is unlikely to be used by their military because their military is too smart, just as our military is too smart to use their technology.”
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,…”
Patel: AMD cannot catch NVIDIA due to poor software, networking, and co-design
“Why is AMD not catching up despite being awesome at hardware engineering? Well, yeah, they're bad at networking, but also they suck at software and they can't do hardware software co-design.”
Prince: Nvidia's power stance mirrors Intel's hubris in 2010
“When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back You know, in our case in 2010, or Apple's case in 2005, where they were like, you're doing it wrong if you care about power efficiency.”
Srivastava: The ease of running CUDA workloads on AMD is significantly overstated
“I've, I personally think that it's pretty overstated how easy it is to run something that looks like CUDA or CUDA in some form on an AMD chip seems, seems like a challenge to me.”
NVIDIA is extorting customers amid AI chip shortages, says Cerebras CEO
“I think they're now in a situation where they're extorting customers. They're extremely expensive. They're unable to ship. And that has, among other things, opened the door for many of us who have alternatives.”
Huang has over 40 direct reports and does zero one-on-ones
“Yeah, I have 40 some odd direct reports. And no one-on-ones no career coaching, you know?”
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…”
Feldman: Cerebras is the only pure-play public AI company
“We would be the first and only, for a period of time, AI pure play. We are the only company that, that you can, a hundred percent of the revenue, this exact market. There's no gaming, there's no graphics, there's no PC, that, this is it.”
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…”
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.”
Huang: NVIDIA self-driving stack is rated number one in safety globally
“NVIDIA's self-driving car stack, by the way, number one rated safety in the world today.
Number one.
We just got that rating today.
last week, and number two is Tesla”
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.”
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…”
Huang: NVIDIA NVLink 72 is the world's lowest-cost token generator
“Our latest innovation, MVLink, 72, we're the lowest cost Token generation machine in the world by enormous amounts.”
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 …”
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.”
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…”
Jensen Huang: Computing marginal costs fell 1,000,000x over the last decade
“We've driven down the marginal cost of computing down probably by a million X in the last 10 years, to the point that we just, hey, let's just let the computer go exhaustively write the software.”
Jensen Huang: NVIDIA can set up complete data centers in 30 days
“If you're interested in a data center and just have to give me a space and some power, some cooling, You know, and we'll, we'll help you set it up within, call it, 30 days.”
Huang: NVIDIA has never abandoned a single piece of software
“We've never given up on a piece of software.”
Jensen Huang: The new unit of computing is the entire data center
“You know, I say that the new unit of computing is the data center.”
Nvidia runs its own AI training clusters on AWS infrastructure
“NVIDIA actually runs their AI training clusters in AWS, because we actually have the most stable infrastructure of anyone else, and so they actually get the best performance from us”
Guo: NVIDIA's competitive moat is really deep despite intense economic pressure
“I think the desire, like the economic pressure given two trillion of market cap and
More demand than NVIDIA can support is higher than ever, but I think the moat is actually really, really deep.”
AI shift to single-shot learning would doom NVIDIA and Cerebras hardware
“If we go to a type of model that doesn't require very much data, if we go to single-shot learning, right, NVIDIA's totally out of luck, right? Us too, everybody.”
Feldman: Nvidia missed its own demand forecast ahead of AI crunch
“It's not just that Wall Street missed what NVIDIA would sell. NVIDIA missed it. They missed the forecast.”
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…”
Huang: Ignorance is a founder superpower that cannot be regained
“I think ignorance is one of the superpowers of an entrepreneur, and you'll never get it again.”
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.”
Haas: Most humanoid robot brains currently run on Arm architecture
“Today, whether it's NVIDIA or some of the work that Qualcomm does, most of the brains that you see in the humanoids, those are all, all running on ARM today.”
Taylor: Valar powered an NVIDIA Blackwell chip directly with a nuclear reactor
“We powered the first ever AI chip powered by a nuclear reactor. So we took an NVIDIA Blackwell super grateful to them for providing the system to us. And we connected it directly to our nuclear reactor.”
Tan: Jensen Huang invests in almost every photonics-related company
“Look at Jensen. He invests in almost every company is photonic related.”
Tiwari: Fortune 500 enterprises will demand dedicated AI factories
“Corporates fortune, you know, 500 AI companies that use a ton of compute will want dedicated AI factories associated with workloads that they run and that they have control over.”
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…”
Gil: 20% drop in NVIDIA stock after DeepSeek was unwarranted
“And I think that sort of 20% drop in Nvidia stock and everything else that happened as news of this model spread was a bit unwarranted.”
Huang: No laws of physics limit scaling superclusters to 1M GPUs
“Nothing is, yeah, no laws of physics limits but everything is going to be hard.”
Huang: xAI's 100,000 GPU cluster is the largest single unit built
“Decide to build this 100,000 GPU super cluster, which is, you know, the largest of its kind in, in one unit.”
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.”
Huang: NVIDIA could not have built Hopper without AI chip designers
“We can't, we couldn't build Hopper without it.”
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…”
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.”
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Papermaster: Hugging Face tests new models equally on AMD and NVIDIA GPUs
“We've partnered with Clem and his team. They test as they release any of those language models they're testing on AMD with our Instinct GPUs equally as they're testing on NVIDIA.”
Huang: NVIDIA is not trying to be an AI model company
“You know, we're not trying to be an AI model company. We're trying to help industries create AI models. Mostly we're trying to help developers.”
Huang: NVIDIA missed a revenue quarter by $2B during crypto cycle
“During crypto, we missed it hard because, you know, crypto was hard to predict, and you went, we went from having no supply to too much. You know, who misses a quarter by, you know, two billion dollars? I mean, that's a big number.”
Huang: Every engineer at NVIDIA pervasively uses Cursor
“We are using, we use cursor here, and we use cursor pervasively here. Every engineer uses it”