"And usually when a new product, a new AI chip, a new competition comes out, the first thing everybody wants to look at is a metric known as flops. And this is pretty much kind of what the market perceives as the most important number in the AI market. It's what determines how fast things go. But Steve makes a great point that flops, especially in spec sheets, are usually peak specs. And peak specs are what's the fastest, like the top-of-the-line speed. Now in theory you always want the car to be going at that top speed but for various reasons, like safety and road conditions, what's more important is the average speed. And in certain instances, the Nvidia GB300 is about two times more training performance per chip versus the Ironwood TPU on actual heavy-duty workloads. And that's impressive, right? So it showcases how Nvidia is still leaps ahead in the training market."
The speaker discusses the limitations of peak performance metrics for AI chips and emphasizes that Nvidia's GB300 demonstrates roughly double the training performance per chip compared to its competitor, showcasing the company's technological leadership in the AI training market.
Nvidia Big GREEN | Nvidia vs GOOGLE | AI Moratorium Is Bad?
Jose Najarro Stocks
December 23, 2025
Other