The NVIDIA Blackwell "Delay" (with Dylan Patel)

The neXt Curve reThink Podcast

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One of the biggest items to hit the tech news cycle last week about this time was word that NVIDIA's Blackwell GPUs and associated systems, in particular, their GB200 NVL72 GenAI supercomputing systems would be delayed. There was a lot of confusion about what that meant and the industry and markets took a week to make sense of things.
I had the chance to finally get Dylan Patel, Chief Analyst and Founder of SemiAnalysis on my show to talk about the research note "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
" that he and his team dropped last week that provided detail on what that "delay" means. You don't want to miss out on this chat.
LINK TO RESEARCH NOTE 👉 https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment
Dylan and I also had an opportunity to just catch up and talk about the present and future of generative AI and what I call (apparently I'm the only one) GenAI supercomputing. There is a little for everyone who is or thinks they are in "AI".
Dylan and I cover the following agenda:

🎱 Mic check (1:45)
🎱 A 1-year retrospective on GenAI (4:20)
🎱 The state of GenAI supercomputing - What's got you excited, Dylan? (8:22)
🎱 Huang's Law and the GenAI supercomputing scaling wall (21:18)
🎱 The Blackwell "Delay" What is it and why or why will it not matter? (25:44)
🎱 Where do you see GenAI supercomputing going? (40:13)
I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.
🎱 neXt Curve reThink Podcast 👉 "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms"
Check out Dylan Patel and the work of his team at SemiAnalysis at www.semianalysis.com.
Hit both Leonard and Dylan up on LinkedIn and take part in their industry and tech insights. Check out Dylan and the work of his team at SemiAnalysis at www.semianalysis.com.
Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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1. The NVIDIA Blackwell "Delay" (with Dylan Patel) (00:00:00)

2. Mic check (00:01:45)

3. A 1-year retrospective on GenAI (00:04:20)

4. The state of GenAI supercomputing - What's got you excited, Dylan? (00:08:22)

5. Huang's Law and the GenAI supercomputing scaling wall (00:21:18)

6. The Blackwell "Delay" What is it and why or why will it not matter? (00:25:44)

7. Where do you see GenAI supercomputing going? (00:40:13)