Discussion on NVIDIA's new Blackwell GPU, highlighting its enhanced performance in training large language models and inference. The chapter covers the configuration of the GP200 Grace Blackwell super chip and the company's shift towards more powerful supercomputing platforms due to increasing demand for high-performance computing. It also touches on technological advancements in chips, Nvidia's competition with AMD, and the impact of big tech companies on the market.
The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The advancements in Nvidia’s new Blackwell GPU.
- If any competitors are closing in on the tech giant.
- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.
Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.
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Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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