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B200

also referred to as: b 200

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 6, 2026 by Doug O'Laughlin · across every show →

Everything said about B200, oldest first

Feb 6, 2026 bullish
Assertion Supported
O'Laughlin: Nvidia H100 and B200 GPU pricing has firmed up massively
“Like at this point H 100 pricing has massively firmed up. B 200 pricing definitely has super firmed up. And like, hey, there's clearly demand.”
Doug O'Laughlin Feb 6, 2026 ▶ 32:01 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Mar 14, 2026 neutral
Assertion Supported
Coogan: ByteDance securing 36,000 Nvidia Blackwell chips via Alawani Cloud
“ByteDance is working with a Southeast Asian company called Alawani Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips.”
John Coogan Mar 14, 2026 ▶ 19:37 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
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