Cliff Weitzman

speaker

4,305 appearances 3 recordings 2 series first heard May 2026 last heard 5 Sep

Cliff Weitzman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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Really, my one question, and this is the math for everybody to come back to is how many teraplops per second can this

device do and that is like essentially a token.

That's the value.

And so there is intrinsic value.

So yes, you can have all these like circular things, but at the end of the day, NVIDIA is making a project a product that's real.

It's not complete tulip mania.

Like there's a real, real intrinsic value here.

What does no one know about buying

I mean it's not that people are naive, it's just they haven't been in the space.

So I'll give you an example.

Imagine you're buying a GPU.

Well, you're gonna buy it, you know, it's an NVIDIA produced product, but NVIDIA is not gonna waste the time talking to Cliff Weizman.

So who do I buy for?

Well, one of the best rated vendors is Dell.

So everybody thinks Dell is a personal computer company.

No.

Dell is a GPU rack supplier at this point.

And then okay, I want to buy it from Dell.

Well, Dell has

Well it happens to be that they have some in France.

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