Nvidia H200, every mention
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tap a year for its mentions
every year anyone Jordi Hays 6John Coogan 6Bill Bishop 4Tae Kim 1Gavin Baker 1Aaron Ginn 1
Verbatim, from the transcripts: the passages where Nvidia H200 comes up
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 23:53 Gavin Baker You know, taking, it feels like the administration has been willing to let them buy H 200 or P thirties.
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- ▶ 4:43 unnamed speaker Even if they are getting chips, it's not like the, the party is going to say, actually the domestic, our domestic supply chain is no longer important because we're getting a drip of H 200. 6 times in the scene
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 27:25 unnamed speaker 200 H. 200 A. 100 also collapsing.
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 24:51 Bill Bishop What's interesting, right, I think it was the Financial Times reported last week that even though, ah, like, the Department of Commerce has signed off on the, the licenses to sell to China the H 200, that the Department of State, or the… 4 times in the scene
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?
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 10:11 John Coogan There's a lot of debate over this particular deal, the decision to sell H 200 to China for 25% tax.
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 4:38 Jordi Hays Like the Nvidia H 200, for example, then there's also just the FTC.
- ▶ 14:20 Jordi Hays Trump says that the United States will allow Nvidia H 200 chip sales to China and get a 25% cut.
- ▶ 17:04 Jordi Hays They're growing so fast that, you know, I don't know how many we're going to get into figuring out how many H 200 they sell, but they would need to sell a lot to actually move the needle on this behemoth of a business. 4 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 1:30:00 unnamed speaker I wonder how much of this driven, is driven just by all of the frontier labs that are driving the most adoption or moving on from the H 100 to the 200.
ELON MUSK's New Grok 4 Is Here! - We Break it Down
- ▶ 15:10 unnamed speaker I wonder how much of this is driven just by all of the frontier labs that are driving the most adoption or moving on from the H-One hundred to the 200.
Apple Considers New AI partnership
- ▶ 0:39 John Coogan So, I mean, I don't know if Apple's cloud infrastructure has a lot of age 200 and is ready.
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 41:55 John Coogan You got to burn up the H 200 to get the really good stuff, but, um, you know, it's like mid midwit, midwit intelligence on, uh, too cheap to meter.
- ▶ 2:49:58 John Coogan It's about, okay, how can you actually marshal the capital and, and the will to build the hyperscale data center to actually go and get Jensen to fork over a 100,000 H 200 on, on schedule.
Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
- ▶ 1:14:23 John Coogan What I mean is, uh, as I remember it, the AlphaGo training run was not a hundred K H 200.
- ▶ 1:30:53 John Coogan 10 K H 200 or a hundred K like, are we going to throw the same resources at it?
Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- ▶ 2:12 Aaron Ginn Oh, you mean the H 200?
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.