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"AI is not the model it's the system it's the computer... models are essentially becoming just tools like file systems and connectors." - Aravind Srinivas [00:11:43]
"The amount of computing use in pre-training was like 90% of training 2, 3, 5 years ago but in the future the amount of training percentage in pre-training is probably going to be…
"Dynamo powered the factory of the last industrial revolution... it is the perfect name for the operating system of the next industrial revolution." - Jensen Huang [00:01:22]
"The $50 billion factory will generate for you the lowest cost tokens... even when the chips are free, it's not cheap enough if you can't keep up with the pace." - **Jensen…
"An H100 is worth more today than it was 3 years ago." - Dylan Patel [00:15:50]
"You've got $50 billion of economic capex in the data center... and it might be a $100 billion worth of AI value into the supply chain is held up by this $1.2 billion worth of tooling that simply just cannot expand its supply chain quickly." - Dylan Patel…
Nvidia Revenue
Map: The VCs benefiting from Nvidia’s M&A.The chipmaker has spent billions buying up AI startups to maintain its computing edge - Pitchbook
[YT Shorts] Jensen Huang introducing the NVLink Spine