Blackwell
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Search complete. 86 mentions across 37 episodes found for "Blackwell".
Oct 31, 2026
JackHOST
Now, the latest financing round is reported at $16 billion, double its initial target.
JackHOST
Now, the information says higher black market prices for NVIDIA Blackwell chips.
JackHOST
are driving a larger race.
JackHOST
So one of the stories here is that they want to compete.
Gordon ChangGUEST
The big story out of the New York Times is that the president of the United States did not appear to be that interested in Jensen Wang being targeted.
Gordon ChangGUEST
And the other storyline that we haven't talked about for quite some time is, how come NVIDIA's best chips, the Blackwell Architecture ones, are in China, and we don't see either the federal government or NVIDIA taking the actions that are absolutely necessary in these circumstances? NVIDIA had to know what was happening because they know who they're selling to.
Gordon ChangGUEST
They know what those parties do with them.
Gordon ChangGUEST
And yet there doesn't seem to be that action which you would have expected if NVIDIA was really interested in stopping China's sales, which are illegal, of their Blackwell chips.
Leland VittertHOST
So I'll let you answer your own question.
Leland VittertHOST
Why aren't we doing anything about it?
Greg AllenHOST
Then it goes on.
Greg AllenHOST
More than half of Megaspeed's chips are from NVIDIA's current generation Blackwell lineup, processors that Trump, even after allowing NVIDIA to ship its best previous generation products to China, said he won't approve for export to the Asian country.
Greg AllenHOST
Megaspeed got the majority of its Blackwell processors more than half a year ago in another batch last month.
Greg AllenHOST
Yet when NVIDIA officials recently visited Megaspeed's data centers, they only saw hardware that contains a few thousand Blackwell GPUs, according to inventory information the chipmaker shared with the U.S. government, described by people familiar with the Megaspeed probe.
Greg AllenHOST
Asked about the rest of the Blackwell chips, an NVIDIA official said the company visited separate Megaspeed warehouses where it saw the hardware imported earlier and confirmed that it hadn't been diverted to China.
Greg AllenHOST
But this person declined to specify whether the number of components NVIDIA cataloged in storage matches the outstanding volume from Bloomberg's analysis of Malaysian customs records.
Greg AllenHOST
Megaspeed didn't answer multiple queries on the location of and plans for those processors, nor on its facilities writ large.
Greg AllenHOST
Like what Jensen Huang told Bloomberg in October 2025, this was at the Computex conference in Taiwan, he said this, quote, "...governments understand that diversion is not allowed, and there's no evidence of any AI chip diversion." recognize our data center GPUs are massive.
Jason HowellHOST
This is according to the information.
Jason HowellHOST
The report attributes the increase partly to soaring black market prices for NVIDIA's Blackwell chips since U.S. export restrictions had tightened, so it kind of pushed those into the black market.
Jason HowellHOST
At those prices, $15 billion buys far less compute than it would at list price, which helps explain why the round kept growing.
Jason HowellHOST
Chinese state-owned investors now hold about 27% of the company deep-seek.
PhilipHOST
So the conference from around 24 hours ago, obviously way too much to get to in this video, but I'm gonna give you the five moments that stood out for me.
PhilipHOST
First, the obvious one, the announcement of the Blackwell GPU.
Jensen HuangSOUNDBITE_SPEAKER
Over the course of the last eight years, we've increased computation by 1,000 times.
Jensen HuangSOUNDBITE_SPEAKER
Eight years, 1,000 times.
PhilipHOST
Now this graph does involve some hype because it's not comparing the same level of precision, FP16, to FP4, but the point still stands that we are exceeding Moore's Law.
PhilipHOST
Here's another example.
PhilipHOST
The Blackwell Superchip system isn't just two times better at inference or actually generating tokens.
PhilipHOST
It's 30 times more performant than the H100 series.
Evan ConradGUEST
Then the cloud built the cluster.
Evan ConradGUEST
And so every Blackwell cluster, for the most part, is spoken for.
Evan ConradGUEST
So if you want a new cluster, it's a new cluster that you're going to get.
speaker_1HOST
Interesting.
AlexHOST
WebAssembly isolation plus explicit egress rules is a sane default, and it is now available as a hosted beta, not a research project.
AlexHOST
Akamai also added NVIDIA Blackwell Ultra clusters to its GPU fleet, so the serving side is not an afterthought.
JordanHOST
fourth story small models big implications liquid ai released lfm three a family of six models for text vision audio multimodal work and decision tasks
AlexHOST
all branched from one roughly 1.7 billion parameter base with a 4-bit text model of about 1 gigabyte and a 256,000 token context window.
Chuck GetchelHOST
Without the oops, we deleted payroll moment.
Chuck GetchelHOST
Akamai also said it's expanding GPU infrastructure, including NVIDIA Blackwell Ultra GPU clusters.
Chuck GetchelHOST
GPUs are the heavy machinery behind modern AI.
Chuck GetchelHOST
If AI models are restaurants...
Brian SozziHOST
He just put out a chart on X, on his X account, looking at NVIDIA GPU rental prices for the old NVIDIA chips.
Brian SozziHOST
Blackwell, H100, those hoppers.
Brian SozziHOST
You remember hearing about hopper chips on earnings calls a couple of years ago? Well, here they are.
Brian SozziHOST
Now, all we've heard really the past few weeks is, oh, AI demand is slowing down a little bit.
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