Nathaniel Whittemore
speaker
50,365 appearances
198 recordings
3 series
first heard Oct 2025
last heard yesterday
Nathaniel Whittemore’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 198 in all, peaking in Jun 2026 with 31.
Appearances
large scale leases, which contributed to a major market pullback.
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But over the past year, Microsoft has repeatedly said that compute constraints are limiting growth and causing them to turn away customers.
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Microsoft's new plan reinforces that AI infrastructure is nowhere near overbuilt, and the companies driving the build-out expect at least five more years of elevated CapEx spend before they can meet demand.
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Speaking of the build-out continuing apace, NVIDIA CEO Jensen Huang has doubled down on forecasts of 70% growth at a Goldman Sachs conference.
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Speaking on Thursday, Jensen said that growth is limited only by the supply chain, commenting, even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%.
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Huang is never shy about self-promotion, but this is the first time he's discussed forward estimates over the past year, suggesting an added layer of confidence.
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Before the crowd of investors, Huang explained that many of them haven't kept up with how NVIDIA's product has evolved over recent years.
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He said, Most people think NVIDIA builds a chip.
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I mean, you need airplanes to ship what we build.
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One GPU now is not $399, it's $8.5 million.
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That's one GPU all connected with
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2 million parts, right?
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250,000 kilowatts.
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That's a GPU and we ship thousands of them.
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Huang added that orders of their Rack Scale systems are currently growing on astonishing 27% month over month.
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And overall, the core idea that Huang tried to communicate was that NVIDIA is still at the center of the AI build out, despite headlines about new competition every other week.
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Still, one new thing they have to contend with is the fact that the DOJ is investigating their $20 billion Grok deal to determine whether it was structured to circumvent antitrust laws.
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When the deal was announced in December, chipmaking startup Grok framed it.
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As a non-exclusive licensing agreement that gave NVIDIA access to their technology for integration into future products.
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As part of the deal, CEO John Ross and COO Sonny Madra also joined NVIDIA.
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Showing 2221–2240 of 50,365 · page 112 of 2519
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