Blackwell

product
75 mentions 51 recordings first heard Nov 2024 last heard 25 Aug ↓11 vs the 6 months before

A chip architecture developed by Nvidia, used in their AI hardware systems.

Trend

mentions per week · public audio 7d30d6M12M
6 · 20 Aug MarAprJunJulSepnow

Peak in the week of 20 Aug — 6 mentions across 2 series.

Moments

newest first · ▶ plays the moment
Kim KahnWall Street Breakfast · OpenAI chip takes on Nvidia · 1:16 · 25 Aug
…Blackwell uses HBM three E.…
· Open transcript →
Kim KahnWall Street Breakfast · OpenAI chip takes on Nvidia · 1:05 · 25 Aug
…However, semi-analysis acknowledged that the comparison with Blackwell is somewhat incomplete and unfair, as Jalapeno is really competing against Nvidia's latest accelerator, Rubin, which uses HBM four.…
· Open transcript →
Kim KahnWall Street Breakfast · OpenAI chip takes on Nvidia · 0:45 · 25 Aug
…Jalapeno beats Blackwell on performance for Watt across almost all scenarios without being tuned for any specific point in the curve, according to semi-analysis.…
· Open transcript →
Kim KahnWall Street Breakfast · OpenAI chip takes on Nvidia · 0:16 · 25 Aug
…OpenAI's in-house inference chip, Jalapeno, which it created through a……
Neil MovvaInvest Like the Best with Patrick O'Shaughnessy · Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, ... · 43:39 · 25 Aug
…Their latest chip, the Grace Blackwell 300, that ships as……
Neil MovvaInvest Like the Best with Patrick O'Shaughnessy · Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, ... · 27:31 · 25 Aug
…Like Blackwell has 288 gigabytes of HBM capacity.…
Gavin BakerInvest Like the Best with Patrick O'Shaughnessy · Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.... · 12:16 · 4 Aug
…These are gigawatts of Blackwell and Rubin.…
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