“The cost to buy NVIDIA's latest GPU chip, Blackwell, can exceed $5,000 per chip. An AI data center can require at least 100,000 Blackwell chips, sometimes more. That means that the cost of just the GPUs is around $500 million.”

Steve Eisman · The Real Eisman Playbook · Big Short Investor Explains How the AI Bubble Could Burst

Play from 19:47
19:47

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

cited the cost of a GPU chip and total GPU cost for an AI data center

$5,000 per GPU chip; $500 million for 100,000 GPUs

Said nearby on the same subject

“A new large AI data center capable of supporting a gigawatt of power demand could cost around, get this, $30 billion to build and equip.”
SE
Steve Eisman
The Real Eisman Playbook ·
Hard number $30 billion Share this moment
“Mistral Large 4, aka LeChunk, a trillion parameter model trained in two months on 3,800 GPUs in Mistral's own data centers”
♫
Said on The MAD Podcast: How AI Gets Built - with Matt Turck
How they work two months; 3,800 GPUs Share this moment
“The intel cpu's brain was a brilliant phd … could only think about one thing at a time; an nvidia gpu chip was designed more like a classroom full of precocious middle schoolers … many little brains linked together”
JH
Jensen Huang
Search Engine ·
Why it worked Share this moment
“The process of registering alone took a year and cost £3,500 in total”
MT
Megan Thomas
Which? ·
Hard number £3,500 total Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.