Tae Kim

"people are like building bots to pick up any kind of B200 GPU they can that they're waiting like weeks and months"

"Jensen literally said at GTC, they got licensed approvals on both the US and China side. So, we're going to see billions of dollars of H200 orders."

"Jensen acquired Groq, acquired the assets of Groq and the people of Groq"

"the combination of integrating Groq's technology together with Vera Rubin lets Nvidia serve this tremendous wave of compute demand"

"everyone was freaking out about DeepSeek, the super efficient models. We're going to destroy AI compute."

"the top people at Qwen left and we don't know where they went. Qwen is an amazing model. It's kind of like what people thought DeepSeek should be when works well locally."

"CoreWeave has talked about these things are lasting five to six years and they're getting like almost 90 95% of the pricing."

"the biggest win has been Colossus 2. Colossus 2 which was built very fast."

"what Elon did with Starlink. I mean, that's a telecom infrastructure play and this will be an AI compute infrastructure play."

"We're going to see billions of dollars of H200 orders"

"Google is dying to get more TPU wafer capacity"

"You saw what's happened to Sora right like you know everyone's all excited about Sora and that got"