Nvidia, every mention
3 scenes (said by Michael Barton), the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Molly O'Shea 106Rodrigo Liang 15Pete Shadbolt 9Andrew Feldman 7Navin Chaddha 4Michael Barton 4Jaimin Rangwalla 4Chris Josephs 4Michael Hurlston 3Jonathan Siddharth 3
Verbatim, from the transcripts: the passages where Nvidia comes up
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 12:10 Michael Barton You're seeing new announcements every day, OpenAI doing a deal with NVIDIA, or doing a deal with AMD, or there's some new data center built, and there's all this money going into it, right?
- ▶ 21:59 Michael Barton When things are inflecting positively, so think about, like, when people got excited about AI, they realized in order to do AI, you needed NVIDIA GPUs.
- ▶ 48:56 Michael Barton Meaning, like, you know, I, I need to understand how many GPUs NVIDIA is planning on selling next year, and who they're gonna sell them to, and have an idea of what that looks like, because those GPUs go into each of the cloud players'… 2 times in the scene