NVIDIA
American multinational technology company
Products
Subsidiaries
Every podcast mention of NVIDIA in one pod.
346 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning NVIDIA
The Fed's About to Repeat a 2008 Mistake — Into a Weak Economy
Tom Bilyeu
A technology company currently facing mega lawsuits related to its chips being diverted to China and allegations involving its CEO.
Iran Mined the Strait and Knocked Out US Radar — Here's What Comes Next
Tom Bilyeu
Listed by Iran as a potential target for attacks, due to its offices in the Middle East.
Game Theory #17: The Great Reset
Predictive History
A company involved in the AI bubble, whose AI products are described as not making money and even losing money to run.
How The Internet’s Favourite AI Employee Went Rogue
ColdFusion
A company that has entered the AI agent bandwagon with its product Nemo Claw, which can control computers.
Using AI in Research | Stanford CS193T Guest Panel with Mark Algee-Hewitt, Megan Ma & Markus Covert
Stanford Online
Company where Jonathan Ross works and developed early TPUs, essential for AI computation.
America Is Losing the AI Race to China (And We're Doing It to Ourselves)
Tom Bilyeu
Lost significant market value following reports of DeepSeek's competing model. The company's sales to China are facing restrictions and low uptake due to cheaper local alternatives and government directives.
AI Expert Warns: “This Is The Last Mistake We’ll Ever Make” - Tristan Harris
Chris Williamson
A company manufacturing GPUs (graphics processing units) crucial for training and scaling AI models, likened to the 'neurons' of a digital brain.
Moonlake: Multimodal, Interactive, and Efficient World Models — with Fan-yun Sun and Chris Manning
Latent Space
Mentioned as a company that invests heavily in interactive worlds for training RL agents and synthetic data generation.
Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
Latent Space
Mentioned in the context of the AI boom and compute capacity, and later discussed regarding the increasing value of older inference chips due to software progress.
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
All-In Podcast
Used as a modern analogy for Jensen Huang's approach to graphics chip development and market penetration.
Ray Dalio’s Chilling WW3 Prediction & Claude Mythos Threatens The Entire Internet
Tom Bilyeu
Mentioned as a company involved in semiconductor chips and as part of Project Glasswing, a consortium to find and patch software vulnerabilities with AI.
OpenAI Kills Sora then Descends into Chaos
ColdFusion
Invested $30 billion in OpenAI's funding round, needing OpenAI's compute demand for its GPUs.
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In Podcast
Cited as the first company to reach a multi-trillion dollar valuation due to AI, representing the early value capture at the chip layer.
Everything You Know is About to Collapse - David Friedberg
Chris Williamson
A company currently perceived as having significant power in AI infrastructure, drawing a parallel to Cisco's early internet dominance.
Stanford CS336 Language Modeling from Scratch | Spring 2026 | Lecture 2: PyTorch (einops)
Stanford Online
Manufacturer of GPUs, whose hardware stack and transformer engine support FP8 precision.
Stanford CS336 Language Modeling from Scratch | Spring 2026 | Lecture 1: Overview, Tokenization
Stanford Online
An organization involved in providing open-weight models along with papers and code for better understanding of LLM construction.
Stanford CS336 Language Modeling from Scratch | Spring 2026 | Lecture 3: Architectures
Stanford Online
Mentioned for doing systematic comparisons of stability interventions.
From Hypergrowth to Human Leadership: The Inside Story of Tesla and More | Jon McNeill | TEDxBoston
TEDx Talks
The speaker mentions Nvidia data centers and clusters, referencing Elon Musk's ability to overcome challenges in building a massive Nvidia cluster for AI.
Stanford Robotics Seminar ENGR319 | Spring 2026 | Robot Learning from Human Experience
Stanford Online
Collaborated on the Eagle Scale research, providing data and contributing to a significant scaling up of human data for robot learning.
Stanford CS336 Language Modeling from Scratch | Spring 2026 | Lecture 5: GPUs, TPUs
Stanford Online
The company that designs and manufactures GPUs, including Tensor Cores and innovations driving compute scaling.
OpenAI Co-Founder on the AI Race, the Sam Altman Firing, and What Comes Next
The Knowledge Project Podcast
Implicitly involved through the discussion of GPUs and compute.
CI/CD Breaks at AI Speed: Tangle, Graphite Stacks, Pro-Model PR Review — Mikhail Parakhin, Shopify
Latent Space
Collaborator with Microsoft on Megatron and a partner in optimizing Liquid AI models.
How to Invest for Beginners (2026)
Ali Abdaal
Mentioned as an example of a company that made early investors rich, and then discussed as a significant component of the S&P 500 and a potential stock pick that is not recommended over index funds.
Is AI Trending Up or Down in 2026? (Let’s Take a Closer Look)
Cal Newport
GPU manufacturer whose sales and inventory appear to be outpacing data center construction, leading to potential oversupply and accounting concerns.