Business
NVIDIA Corporation (NVDA) Discusses Rubin and Blackwell Performance Advancements and TPU Comparisons Transcript
Conference Call Participants
Atif Malik – Citigroup Inc., Research Division
Vivek Arya – BofA Securities, Research Division
Benjamin Reitzes – Melius Research LLC
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
William Stein – Truist Securities, Inc., Research Division
Srinivas Pajjuri – RBC Capital Markets, Research Division
Louis Miscioscia – Daiwa Securities Co. Ltd., Research Division
Joseph Moore – Morgan Stanley, Research Division
Ananda Baruah – Loop Capital Markets LLC, Research Division
Christopher Caso – Wolfe Research, LLC
Ruben Roy – Stifel, Nicolaus & Company, Incorporated, Research Division
Natalia Winkler – UBS Investment Bank, Research Division
Ken Chui
Presentation
Jen-Hsun Huang
Co-Founder, CEO, President & Director
Okay. Happy New Year. It’s all right. You could talk. How do we get this going? It’s almost like we’re doing this for the very first time.
Colette Kress
Executive VP & CFO
I think we have our council…
Jen-Hsun Huang
Co-Founder, CEO, President & Director
Yes. First question over here.
Colette Kress
Executive VP & CFO
All right.
Question-and-Answer Session
Atif Malik
Citigroup Inc., Research Division
Atif Malik from Citigroup. Jensen, you had a slide on the number of tokens, 10x more tokens on Rubin versus Blackwell. The question I have, historically, you have shown a slide of Blackwell performance versus TPUs on training. Any kind of simulation that can kind of put the performance of Rubin on the inference versus TPUs?
Jen-Hsun Huang
Co-Founder, CEO, President & Director
It’s hard to because the only thing that’s available is MLPerf. And we subject ourselves to a fair amount of — I’m sorry. I had to spit out my candy. I’m just — I
