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▶ 3:40 · $NVDA · Runway CEO endorses Nvidia as best-in-class for AI training compute
episode briefing
The Information

Runway Ups the Ante Against Google, OpenAI

2025-12-01 · 2 company · 3 thematic
sentiment
2 bull0 bear0 neu
speakers
cristóbal valenzuela

Leads AI video generation company expanding globally with $300M investment, Lionsgate partnership, and Hollywood-wide adoption of generative video tools.

quote
“Uh the Gen 4.5 and all of our previous models have all trained with been trained with uh with Nvidia. Uh we use a lot of H100s and B200s to to deliver and and to train the models. Um I think still Nvidia has the best in-class when it comes…”
—cristóbal valenzuela
now playing · $NVDA
$RUNWAYbullish· highcristóbal valenzuela
Runway CEO claims Gen 4.5 surpasses all video models including OpenAI and Google
Runway's Gen 4.5 video model achieves state-of-the-art performance across benchmarks while maintaining cost efficiency through inference optimizations with Nvidia, enabling creati…
$NVDA···bullish· mediumcristóbal valenzuela
Runway CEO endorses Nvidia as best-in-class for AI training compute
Runway's CEO states Nvidia provides the best support, compute, and networking for training frontier video models, and they default to Nvidia for unit economics despite evaluating…