Nvidia B200

part of NVIDIA

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 19, 2026 by Dylan Patel · across every show →

Everything said about Nvidia B200, oldest first

Jul 19, 2026 bearish
Assertion Supported
Patel: Nvidia B200 and B300 server pricing increased prior to production
“I think you've already seen server pricing go up like B 200, B 300 that you're buying now versus last year. The price is significantly higher. We've seen next generation hardware receive price increases before they've even started production. Like, here was th…”
Dylan Patel Jul 19, 2026 ▶ 21:47 SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
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