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 19 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
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: 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.”
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.”
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.”
Huang: NVIDIA has never abandoned a single piece of software
“We've never given up on a piece of software.”
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”
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.”
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.”
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 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: 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.”
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,…”