GPU

“There's huge amounts of credit being extended that is backed By GPUs.”

“We think GPUs are gonna be everywhere and kind of has reached out escape velocity. There's not really much the U S government can do about it at this point.”

“Building GPUs is actually much easier than the US government thinks, which is why it, which is why Amazon's doing it, Microsoft's doing it, Facebook's doing it, Broadcom's now a trillion dollar company, and the second is that their actual ability on the Foundr…”

“Like Deep Seek is serving all of China on 2000 GPUs.”

“We've seen this game before with Intel saying, oh, that doesn't matter. Like just get the most performance possible. You can water cool things, all kinds of things. That, that tends to not be the winning strategy over the long term, and so we do think that the…”

“Google Clouds revenue numbers disappointed, but this was because they didn't have enough GPUs and they were actually constrained. So they missed on top line, like they didn't bring in enough revenue, but their margins actually improved. And so what that means …”

“I do think CPUs are generally aging better than GPUs so I think it's worth taking a look at the speed of GPU development versus CPU development, and we may see those things end up in slightly different places.”

“Agents need CPUs. You need to fill the GPUs constantly with new data and tasks. Also, all of the agents use CPUs to make web queries, search the web, run Python, spin up web servers, interact with anything.”

“Like CoreWeave has talked about these things are lasting five to six years and they're getting like almost 90, 95% of the pricing.”

“Both chief scientists talked about stacking memory right on top of the GPU or TPU, and that's gonna be a huge innovation in the coming months or years.”

“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”

“You see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. They help start these new, new clouds. And then you have of course, like NVIDIA investing in, in AI labs that end up being like downstream consumers of these GPUs. And so like, I think in …”

“There's not a dark GPU in the world today. ... There's not a dark token in the world today.”

“Right now Facebook is, you know, Meta is telling investors there's like no chance that we're gonna, you know, monetize GPUs externally.”