Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 28 Sep 2023 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 6 9 Aug 2023 – 15 Jul 2026 -50 d
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Brad Gerstner
4
thin
28 Sep 2023 – 23 Dec 2024
+0 d
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Gavin Baker
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thin
27 Aug 2024 – 27 Aug 2024
+334 d
The chronologysourced and dated, oldest first
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Dylan Patel
Patel says NVIDIA is shipping more GPU flops this year than in its entire data center history combined.
“There's more GPU flops shipping this year that NVIDIA shipped their entire history for the data center.”
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Brad Gerstner
Gerstner notes consensus forecast predicted negative 6% NVIDIA data center growth and hard landing in early 2024.
“if we look at the start of the year, the consensus forecast for NVIDIA was that data center growth would be negative 6% this year.”
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Brad Gerstner
Gerstner says professional analysts predicted NVIDIA data center revenue would decline 6 percent, highlighting how wrong forecasts were.
“The consensus estimate for NVIDIA this year was that data center growth revenue growth was gonna be negative 6%. Right? That's the pros. They got it that wrong.”
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Brad Gerstner
Gerstner recalls NVIDIA data center revenue forecasts shifted from -6% to +25% last year.
“Think about NVIDIA at the start of last year. Data center revenues were expected to shrink by 6%. Right?”
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Gavin Baker
Baker explains GPUs got 50x faster while data center infrastructure only got 4-5x faster, causing low utilization.
“GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster. And that is why MFU is so low.”
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Brad Gerstner
Gerstner says Jensen confirmed a trillion dollars of data center CPU replacement workloads over four years beyond AI training.
“he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over the course of the next four years.”
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Dylan Patel
Patel notes GB200 expanded NVLink from 8 to 72 GPUs and rack power jumped from 10 to 140 kilowatts.
“Now you have 72 GPUs. And if you go look at the rack, right? It's completely different, right? It's liquid cooled. It's an entire rack that consumes 140 kilowatts, whereas H100 servers consumed 10 kilowatts.”
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Dylan Patel
Patel contrasts traditional data centers with minimal retrofit costs against modern GPU deployments requiring major upgrades each generation.
“it used to be you'd build a data center and there wouldn't really be much retrofits cost, right? You would slide servers in and out, you would rent racks to people.”
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Dylan Patel
Patel describes Meta's temporary tent-like data centers designed for single GPU generation lifecycles instead of 30-year buildings.
“Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.”
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Dylan Patel
Patel says data center power capacity will nearly double from 15-18 gigawatts this year to 30 gigawatts next year.
“next year, 30 gigawatts are being added and we think the power is there for it. Wow.”
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Dylan Patel
Patel says a data center is physically redoing doors to accommodate the double-width Helios racks.
“There's a there's a data center that I know of specifically that is going to be deploying Helios, and they are redoing the doors so that they can reel the Helios in.”
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