Who is on this subjectordered by the date of their first quote here
3 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 13 Oct 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
6
27 Aug 2024 – 9 Dec 2025
-47 d
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Bill Gurley
1
thin
13 Oct 2024 – 13 Oct 2024
+0 d
- Jensen Huang 1 thin 13 Oct 2024 – 13 Oct 2024 +0 d
- Dylan Patel 5 21 Jan 2025 – 15 Jul 2026 +100 d
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Brad Gerstner
1
thin
31 Jul 2025 – 31 Jul 2025
+291 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker says xAI built a 100,000 GPU cluster using Elon's physical engineering approach from SpaceX and Tesla.
“x AI decided they were gonna build a 100,000 GPU cluster. And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams.”
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Gavin Baker
Baker says xAI built a 100,000 GPU cluster with Elon rearchitecting the Memphis data center from first principles.
“And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams. I think he rearchitected the x AI data center from first principles in Memphis.”
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Gavin Baker
Baker says xAI built a 100,000 GPU cluster using Elon's physical engineering approach from SpaceX and Tesla.
“And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything”
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Gavin Baker
Baker explains xAI achieved coherence in a 100,000 GPU cluster with Hopper without next-generation networking technologies.
“And because of that, they're able to get enough density that they could effectively make a 100,000 GPU cluster coherent even with Hopper without next generation networking technologies from NVIDIA, Broadcom, and others.”
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Jensen Huang
Huang says traditional supercomputers take three years to plan plus one year to get working.
“A supercomputer that you would build would take normally three years to plan. Right. And then they deliver the equipment and it takes one year to get it all working.”
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Bill Gurley
Gurley observes Elon Musk obtained roughly 10% of NVIDIA's quarterly availability for x.ai despite massive demand.
“And he walks in and takes what equate sounds looks like about 10% of the quarter's availability.”
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“Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.”
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Brad Gerstner
Gerstner reports X.AI targets 50 million H100 equivalent units, requiring 4 million GPUs and 11 gigawatts.
“If you look at this one out of Elon talking about the X dot AI goal is 50,000,000 in units of H100 equivalent.”
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Dylan Patel
Patel questions xAI's valuation exceeding Anthropic's despite no leading model, crediting only their fast Colossus infrastructure build.
“What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.”
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Dylan Patel
Patel questions xAI's valuation exceeding Anthropic's despite lacking a leading model, crediting infrastructure execution over product.
“They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively”
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Dylan Patel
Patel says without Supermicro's liquid cooling, xAI would consume 30% more power or deploy 30% fewer GPUs.
“And if the liquid cooling solution from Super Micro didn't exist, then those servers would be consuming 30% more power. Right?”
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Gavin Baker
Baker predicts xAI will release the first Blackwell-trained model in early 2026 because Elon builds fastest.
“One, we will see the first models trained on Blackwell in early twenty twenty six. I think the first Blackwell model will come from xAI.”
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Gavin Baker
Baker predicts xAI will release the first Blackwell model because Elon builds data centers fastest.
“I think the first Blackwell model will come from xAI. And the reason for that is just according to Jensen, no one builds data centers faster than Elon.”
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Dylan Patel
Patel credits Supermicro as first on liquid cooling with XAI's 100,000 GPU Colossus deployment, with others following.
“you guys were the first on liquid cooling with XAI's Colossus, the first large scale 100,000 GPU deployment with liquid cooling, and you've done many more since, and you were the first and everyone else has sort of followed since.”
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Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley, Brad Gerstner and Jensen Huang on this subject, at different times.