nvidia-h100, every mention
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tap a year for its mentions
every year anyone John Coogan 14Martin Shkreli 2Jordi Hays 2Turner Novak 1Dylan Patel 1Doug O'Laughlin 1
Verbatim, from the transcripts: the passages where nvidia-h100 comes up
Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
- ▶ 2:23 John Coogan More than 10,000 H 100 equivalents. 2 times in the scene
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 20:23 unnamed speaker Uh, there is some news, which we will cover later, uh, in the week around, uh, the dynamics around H-
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- ▶ 25:40 unnamed speaker You're wearing a whole jet pack full of batteries to power the H 100 in the back.
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 5:33 unnamed speaker Depreciation, which seems like a less of an issue than people thought it was since H 100 still seemed to be monetizing just fine, but we can go into that.
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- ▶ 1:24 unnamed speaker Access to compute from SpaceX's million H-one hundred equivalent Colossus supercomputer.
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 1:30 unnamed speaker He bought hundreds of thousands of H-one hundreds for improving social feed algorithms across products, and this seems like a good way to use the extras.
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- ▶ 18:05 unnamed speaker Yeah, I mean, we, we've seen like Philip Johnson, like there are chips in space right now, like there are GPUs, I think, Arthur, he said there were like five or six H 100, right?
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 20:59 unnamed speaker How did you process that, and where do we stand now with the fear that GPUs will depreciate precipitously, and H 100 will be worthless in six to 12 months?
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 1:41 Turner Novak So you get the H 100 and you pair it with the Grace CPU.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 1:24 John Coogan Semiconductors still make up 30 to 40% of their business and they supply HBM to NVIDIA for the H-one hundred and Blackwell systems. 2 times in the scene
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 32:01 Doug O'Laughlin Like at this point, um, H 100 pricing has massively firmed up.
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 5:23 unnamed speaker Like, if it's, if it's a good, if the next version of Grok is a great chip, is it sitting next to the, you know, H 200, H 100 in the, in the rack, GB 200?
- ▶ 11:34 unnamed speaker Something that looks like an H 100.
- ▶ 13:09 Dylan Patel Do I care about, you know, the sort of general purpose, middle ground AI chip, which is what, you know, an H 100, a Blackwell, a TP looks like today.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 10:57 unnamed speaker It has lots of HBM, but the bandwidth is lower than the H-one hundred. 2 times in the scene
Wednesday’s Diet TBPN
- ▶ 22:59 unnamed speaker Like if you're building based off the H 100 chip, that's different than if you're building a data center based off GB 200.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 4:42 John Coogan And I think if you have a whole bunch of data in some sort of on-prem, you know, you have a data center for all of your data in a bunch of hard drives and you have CPUs that can do the, do different workloads and data workloads, and maybe… 2 times in the scene
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 4:39 unnamed speaker A whole bunch of data in some sort of on-prem, you know, you have a data center for all of your data in a bunch of hard drives, and you have CPUs that can do the, do different workloads and data workloads, and maybe you're using some SaaS…
- ▶ 8:38 unnamed speaker Um, if a bank hypothetically spins up a huge cluster of H 100 GPU virtual machines to fine tune an open source model like Meta's Lama three, this would show up as core infrastructure, not Azure AI services.
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 2:00:50 Martin Shkreli There's V V 100, A 100, H 100, and then V 100. 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 1:29:35 unnamed speaker Um, the cost to rent an Nvidia H 100 GPU hit a new low this week with annualized revenue at 95% utilization. 4 times in the scene
ELON MUSK's New Grok 4 Is Here! - We Break it Down
- ▶ 14:45 unnamed speaker Um, the cost to rent an NVIDIA H 100 GPU hit a new low this week with annualized revenue at 95% utilization falling from 23,000 at the start of May to less than 19,000 today. 3 times in the scene
How AI Can Enable AMBITION| | Pratap Ramade on TBPN April 8th
- ▶ 21:56 unnamed speaker Uh, you know, we need H 100 in these things.
The Future of Artificial Intelligence
- ▶ 1:29 unnamed speaker The models have already induced demand with tangible effects to H 100 and H 200 pricing. 2 times in the scene
- ▶ 4:10 unnamed speaker 10,000 H 810,000 H 100 with large orders of H twenties in progress. 2 times in the scene
- ▶ 24:23 unnamed speaker H 100 are fully banned.
- ▶ 30:47 unnamed speaker I think we should get some H-one hundreds.
From NOTHING to BILLIONS (Masa's Epic Rise)
- ▶ 38:53 unnamed speaker It's not techy mumbo jumbo about scaling curves and H 100 and all this other stuff.
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 52:39 Jordi Hays I think that's how does that keep, how does that keep smiling while shoveling multiple billions of dollars to Nvidia to buy a hundred K H 100 when a better model was trained using just two K H 100 for a bit over five million. 2 times in the scene
- ▶ 1:47:37 John Coogan It would be like mass surveillance of every server, including like your home, because like you can buy, you can buy eight H 100 and rack them in a server and run them on your house power.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 3:20 John Coogan H 100 rental pricing is falling every month. 3 times in the scene
- ▶ 34:43 John Coogan So there's, there's the H-one hundred, uh, which is the, the, the current top of the line AI training chip in America.
- ▶ 1:07:51 John Coogan Um, and just to give you some scale, uh, a single H 100 GPU is 24,000 dollars, and that's about 40 to 55, 40 to 45 K once you add in servers networking. 3 times in the scene