NVIDIA

“So now we've got 150,000 H 150 K H 200 and 30 K GB 200 in the Memphis training center. And we're about to bring a 110,000 GB 200 online at a second data center also in the Memphis area.”

“You know, I think I'm still a long-term buy and hold, honestly, but for the moment, people are like, oh, well, Gemini's so good, and all the, you know, nobody seems to be NVIDIA only now, and everyone's buying AMD, and everyone's, you know, and TPUs are workin…”

“Almost right away, we started working on computer vision. Almost right away, we started working on robotics self-driving cars”

“The big idea of the company that was spot on is that it is possible to augment the CPU to solve problems that otherwise are too difficult to solve. And molecular dynamics is one of them. Image processing is one of them. Inverse physics is another one. And so a…”

“We kind of have to live in the future five to 10 years because it takes three or so years just to build a system. It takes a couple of years to ramp it up and you're dealing and you would like them to be able to use the computer for 10 years after.”

“Long before the first videos were generated outside that people saw a couple of years earlier inside our labs, we were driving a simulator completely generated by video, and computer, completely generated by neural networks”

“We're the world leader in modern computer graphics. We invented most of the major breakthroughs in the last 25 years.”

“Whatever it takes to fit the car to you, whatever it takes to fit the organization to you, that's what you ought to do. And the next CEO, whatever the personality is, they can figure it out.”

“When NVIDIA went public, our valuation was three hundred million dollars. Three hundred million dollars in 1999.”

“Founder mode could scale for 34 years. From zero to five trillion.”

“The breakthrough for us was realizing that AlexNet was not AlexNet. That AlexNet was an approach with deep, deep learning that allows you to learn any function.”

“We've got cloud code autonomously running in sandboxes all over NVIDIA, and that's really fantastic, and some people use codex, some people use cloud code, some people use cursor, some people use cognition, and we let kind of a thousand flowers bloom, let peop…”

“And we contacted Peter and we said, Hey, you know, all of the videos engineers are your engineers. That's what I told Peter. You've got this battleship outside your house. You know, break down the problem as you desire, and we'll contribute as you wish.”

“Likely this will be one of the largest industries in the world, and it'll take longer than a couple, two, three years. It'll take less than 10, and so this will be our next hundred billion dollar business.”

“Our robotics business, autonomous vehicle business, basically physical AI business is probably almost, it's like ten billion dollars, so it's really, really big already.”

“Sega, ah, had contracted us to build the, ah, game console after Saturn that turned out to have been Dreamcast.”

“We already do see it a little bit on where a lot of the stack peep for inference. People will go to Nvidia for pre-fill and then they'll go to cerebris for decode engine.”