Nvidia, every mention
238 scenes (2025), the whole family · ← back to Nvidia
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every year 2025 anyone John Coogan 342Jordi Hays 71Bill Bishop 11Turner Novak 10Samuel Hammond 9Martin Shkreli 9Jensen Huang 9Brad Gerstner 8Gavin Baker 7Tyler Hogge 6
Verbatim, from the transcripts: the passages where Nvidia comes up
OpenAI Sets Sights on $750 BILLION Valuation
Amazon Bets $10B on OpenAI | News Reaction
- ▶ 6:46 unnamed speaker The deal also could help Amazon find a new customer for its Trinium AI chips, which compete with the NVIDIA chips. 3 times in the scene
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
- ▶ 17:45 unnamed speaker 3.77% of NVIDIA.
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 0:42 John Coogan I mean, in terms of companies that should benefit from the space economy, like, is this not the Nvidia of space?
- ▶ 12:22 John Coogan They gotta buy them from somewhere, and if they're buying them from Nvidia, those are expensive, and you gotta buy a lot of them, and for, to make a dent in, like, let's assume all the physics works.
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 0:01 John Coogan Nvidia can sell H 200 to China. 8 times in the scene
- ▶ 6:15 John Coogan Basically, they bought a ton of NVIDIA GPUs 8 times in the scene
- ▶ 8:20 John Coogan Blackwells are shipping now, and so we're still, like, the, the U.S. policy is still keeping China one iteration behind, and maybe that will be the ongoing decision here, the ongoing, um, strategy.
- ▶ 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. 4 times in the scene
- ▶ 14:20 Jordi Hays Trump says that the United States will allow Nvidia H 200 chip sales to China and get a 25% cut.
- ▶ 14:33 Jordi Hays I mean, I guess it's not Blackwell, right?
- ▶ 14:36 Jordi Hays It's Hopper.
- ▶ 16:46 unnamed speaker Notable that this seems to have been completely priced in already, because NVIDIA's actually down half a, half a point today. 10 times in the scene
- ▶ 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
- ▶ 18:08 Jordi Hays The H 200 has higher performance than the H 20 that NVIDIA
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 4:57 unnamed speaker Or, or the Nvidia newsroom line. 3 times in the scene
- ▶ 21:05 unnamed speaker You shouldn't go into it thinking you're going to get Jensen on Dwarkesh, and you're, like, you're just not going to get, like, a really deep insight into Nvidia's strategy, but that's not the point of this particular interview.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 0:11 unnamed speaker Amazon's chips pose risk to NVIDIA. 4 times in the scene
- ▶ 6:18 unnamed speaker And so we'll continue to offer GPUs from Nvidia as an example. 2 times in the scene
- ▶ 9:00 unnamed speaker Nvidia has an insane amount of power right now. 6 times in the scene
- ▶ 10:57 unnamed speaker It has lots of HBM, but the bandwidth is lower than the H-one hundred. 2 times in the scene
- ▶ 11:05 unnamed speaker And Ironwood is competitive with Blackwell on flops, bandwidth, and HBM capacity. 2 times in the scene
- ▶ 11:12 unnamed speaker As you can see from throughput slash TCO, NVIDIA versus Tranium, Rubin Moggs, Tranium III harder than Blackwell versus Tranium II on TCO training flops, and reduces the gap by five percent on TCO bandwidth. 2 times in the scene
- ▶ 11:30 unnamed speaker By the way, this math was done before CPX was introduced. 2 times in the scene
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 19:28 John Coogan We should read through, uh, Ben Thompson's latest piece because he's provided a lot more context on Google, NVIDIA, and OpenAI with a post called Google, NVIDIA, and OpenAI.
- ▶ 20:19 John Coogan The heroes of the AI story over the last three years have been two companies, OpenAI and NVIDIA. 4 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 3:21 unnamed speaker Nvidia was second to last in the max, in the mag seven when Chachi PT launched. 10 times in the scene
- ▶ 17:37 unnamed speaker King is, of course, NVIDIA. 12 times in the scene
- ▶ 19:24 unnamed speaker For Rubin, Feynman, or discounts on GPUs.
- ▶ 25:35 unnamed speaker You can feel the panic behind the urgency and intensity with which people are defending NVIDIA.
- ▶ 26:07 unnamed speaker Uh, two days ago we, we shared that Enron, back November the 29th, 2001, NVIDIA replaced Enron in the S&P 500. 3 times in the scene
Ilya Sutskever on Dwarkesh Patel Reaction, NVIDIA vs Google, Trump Unveils Genesis | Diet TBPN
- ▶ 8:29 unnamed speaker NVIDIA is a generation ahead of the industry. 22 times in the scene
- ▶ 13:10 unnamed speaker If you think the race is hot now, wait until you see what comes out of, uh, large, coherent Blackwell clusters.
- ▶ 13:15 unnamed speaker All the magic from the, quote, god machines is pretty much still hopper-based.
- ▶ 13:52 unnamed speaker The above effective token watt gap also likely widens with Rubin.
- ▶ 21:17 unnamed speaker Uh, and also there's just like the, uh, there's just, it's so easy to throw, I mean, in the same way that people are throwing Enron at, uh, at Nvidia, like it's so easy to throw Theranos at any biotech company that's not, you know, that's…
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 3:48 unnamed speaker This is Nvidia. 6 times in the scene
- ▶ 19:51 John Coogan The chip CEO staring down Nvidia and talk of an AI bubble, uh, at a board meeting in late, 20, 22, Lisa Su, chief executive of chip designer, AMD announced that she was radically changing course.
- ▶ 24:53 John Coogan By not selling TPUs, Google allows NVIDIA to maintain high GPU pricing, which in turn props up price of inference.
Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN
Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
- ▶ 7:58 John Coogan No mention of Nvidia chips. 5 times in the scene
- ▶ 10:39 John Coogan An announcement that the NVIDIA earnings call will be tonight at five p.m. 6 times in the scene
- ▶ 12:46 Jordi Hays Musk's XAI and NVIDIA to develop a data center in Saudi Arabia. 2 times in the scene
- ▶ 23:28 John Coogan Brookfield today announced the launch of a one hundred billion dollar global AI infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority.
- ▶ 27:08 John Coogan Nvidia beat earnings. 2 times in the scene
Google Gemini 3 Reactions, Google Antigravity, Anthropic-Nvidia-Microsoft Deal | Diet TBPN
- ▶ 15:57 unnamed speaker Anthropic is now valued at three hundred and fifty billion dollars after Microsoft Nvidia deal. 5 times in the scene
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 12:01 unnamed speaker NVIDIA. 2 times in the scene
- ▶ 20:43 unnamed speaker Then Microsoft spends 60 cents leasing GPUs from CoreWeave to handle the compute load, which is CoreWeave revenue, and then CoreWeave spends two dollars and 40 cents on chips from NVIDIA, and, and another two dollar and 40 cents.
Ex Mr. Beast Manager Explains The Creator Economy
- ▶ 15:37 unnamed speaker NVIDIA has not gotten into live streaming yet. 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.
- ▶ 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.
- ▶ 23:19 unnamed speaker And NVIDIA is like constantly, they're saying, we got this next chip coming out.
AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Diet TBPN
- ▶ 9:07 unnamed speaker Uh, Sophie, uh, over on X says, SoftBank is selling its Nvidia stake to fund companies whose main expense is buying from Nvidia. 10 times in the scene
- ▶ 15:44 unnamed speaker Two of the world's biggest data center developers have projects in Nvidia's hometown that may sit empty for years because the local utility 4 times in the scene
Elon's Trillion Dollar Pay Package | Diet TBPN
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 0:55 Sarah Friar that have, like, A-Hundred equivalents that have been around, like, maybe six, seven years at this point in time.
- ▶ 12:45 John Coogan The China will win AI race with America, says NVIDIA chief.
- ▶ 18:13 John Coogan So a huge amount of the money being spent on AI has gone to GPUs, particularly Nvidia, rocketing the fabulous design company to a nearly five trillion dollar valuation and the title of most valuable company in the world.
- ▶ 19:59 Tyler Hogge NVIDIA down, uh, almost eight percent over the last five days. 2 times in the scene
- ▶ 23:42 Tyler Hogge Huang's remarks come after the Trump administration maintained a ban on California-based Nvidia selling its most advanced chips to Beijing following a meeting between U.S. 4 times in the scene
Google's First $100B Quarter Reactions | Diet TBPN
- ▶ 10:19 Jensen Huang NVIDIA investors. 2 times in the scene
- ▶ 12:41 unnamed speaker My sense is that selling Blackwell chips to China would quite possibly be the most unpopular tech policy move of the Trump admin, especially on Capitol Hill. 2 times in the scene
Sequoia Capital Partner Shaun Maguire Live on TBPN
- ▶ 2:16 Shaun Maguire First investor in NVIDIA. 2 times in the scene
- ▶ 12:21 Shaun Maguire One of the best, you know, trades you can make in AI the last five years is obviously buying Nvidia. 2 times in the scene
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 15:45 Satya Nadella And so we're, you know, obviously NVIDIA is doing great work.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 3:52 Jordi Hays Running AMD, or Nvidia, or Oracle, or any hyperscaler, you know, computing company, and you have to go in front of shareholders, and they're asking you, are we doing anything with OpenAI, the company that's scaled to over a billion users?
- ▶ 5:35 Jordi Hays And so everyone's kind of incentivized to like work against the video.
Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN
- ▶ 18:07 unnamed speaker It took NVIDIA something like seven years to go from ten billion to a hundred billion.
George Hotz Goes OFF | Tweet Reactions
- ▶ 19:00 unnamed speaker Uh, which counts the chip giant NVIDIA among its investors in one of several technology companies seeking to build AI systems with human-like intelligence.
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 22:33 unnamed speaker Nvidia too. 3 times in the scene
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 30:58 John Coogan I mean, super underrated that OpenAI has a deal with, you know, everyone talking about Broadcom, NVIDIA, Oracle.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 3:48 John Coogan We got Nvidia investing a hundred million dollars in open AI. 3 times in the scene
- ▶ 8:48 unnamed speaker Uh, I am here at NVIDIA headquarters in Santa Clara, uh, with the CEO of the world's most valuable company, and the CEO and president of the world's most valuable, uh, private company, Jensen Vaughn of NVIDIA, Sam Altman, and Greg Brockman… 14 times in the scene
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 2:14 unnamed speaker I think Nvidia is undervalued.
- ▶ 8:11 unnamed speaker So, um, yeah, market and video, please don't nuke until, uh, to our cash can get the book out.
- ▶ 49:15 unnamed speaker Now they're doing the same thing that OpenAI is doing with NVIDIA and Broadcom on ship design.
- ▶ 1:13:22 unnamed speaker Like Nvidia could do this too, right?
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 8:25 unnamed speaker NVIDIA benefits from basically every outcome right now.
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 11:53 Jordi Hays Rivals in chip design like NVIDIA and manufacturers such as Taiwan. 4 times in the scene
- ▶ 28:28 John Coogan Like, it's like, what, what does he know about Nvidia? 4 times in the scene
- ▶ 38:54 Jordi Hays Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.
- ▶ 1:45:27 John Coogan I think it's better than NVIDIA.
How LABUBU made BILLIONS
- ▶ 11:32 John Coogan It's, uh, I think it's better than NVIDIA.
- ▶ 28:43 John Coogan It's outperforming Nvidia, I believe. 2 times in the scene
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 1:01:57 Mark Cuban In order to take, and we want 10% of Intel, obviously they can say yes or no, just like Nvidia and AMD had the option to say yes or no on the H-twenty chips, just like material, whatever, MP, um, had the option.
- ▶ 1:01:57 Mark Cuban In order to take, and we want 10% of Intel, obviously they can say yes or no, just like Nvidia and AMD had the option to say yes or no on the H-twenty chips, just like material, whatever, MP, um, had the option.
Mark Cuban on AI, Career Advice, and Running for President.
- ▶ 27:46 Mark Cuban But generally, if this was, okay, we'll put in more money in order to take, and we want 10% of Intel, obviously they can say yes or no, just like NVIDIA and AMD had the option to say yes or no on the H-Twenty chips, just like material,…
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:20:06 John Coogan You need better guests to talk about China and chips, not just Nvidia partners who are regurgitating Nvidia's talking points.
- ▶ 1:31:43 Delian Asparouhov For sure, some of it propped up by like CUDA and they're like, you know, sort of software side of the house, but like NVIDIA is the one that is performing the best of all of those. 2 times in the scene
- ▶ 1:50:50 John Coogan It seems like Invidia has the most power, then the Foundation, Model Labs, maybe then the application layer.
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: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:19:07 John Coogan Google is the only company, we talked about the TPU thing, they're the only company with an at-scale ASIC alternative to NVIDIA's GPUs, which should give them a meaningful cost advantage to that end, ah, to the extent that cloud compute…
- ▶ 1:20:04 John Coogan Yeah, so the other hyperscalers are working on ASICs that are alternative to NVIDIA GPUs, but they all seem to be following the similar path, trying to get line time at TSMC, not fully at scale. 6 times in the scene
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