Sidee Dylan Patel iyo SemiAnalysis u Qabsadeen Sway gudaha Silicon Valley

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Dylan Patel, aasaasaha SemiAnalysis, oo ah warsidaha warshadaha ee AI ee saamaynta leh iyo shirkad cilmi baaris, Nvidia waxay u qalantaa nooca indho-indheynta eey iyo daraasadda saxafada tablood mar u heellan Princess Diana. Wuxuu baaray wax soo saarka cusub ee chip giant, xog-xog faahfaahinta ku saabsan hawlaheeda gudaha. Xog-hayntiisa ayaa ah mid aan kala joogsi lahayn oo uu mararka qaarkood ka cadhaysiiyo shirkadda, taasoo uu sheegay in mar uu liiska madow ka galay dhacdooyinkeeda muddo kooban ka dib markii uu daabacay qaar ka mid ah waxyaabaha Nvidia uga hadli doonto shir soo socda.

Ilaa hadda, bil ka hor, Patel, oo 29 jir ah, waxa uu ku raaxaysanayay in muddo ah xiddig ka soo kacaya warbaahinta dhaqameed oo aan waligeed filan karin: ammaanta dadweynaha ee Nvidia CEO Jensen Huang. Ugu dambayntii GTC, shirwaynaha shirkadda ee horumariyayaasha aadka loo daawado, Huang name-checked Patel oo si caan ah u xusay SemiAnalysis cusub qiimaynta waxqabadka chip, InferenceX, kaas oo calaamado sare siiyay Nvidia.

"Waxa uu yidhi kaliya laba magac oo qof ah bandhigga oo dhan: aniga iyo ninka OpenClaw," ayuu yidhi Patel, isaga oo si farxad leh u milicsanaya sawirada muraayadaha SemiAnalysis', xafiisyo cusub oo qorrax leh oo ku yaal bartamaha magaalada San Francisco. (Si cadaalad ah loo hadlo, Huang waxa kale oo uu xusay dhawr qof oo kale marka uu dhinac maray iyo mahadsanid, oo uu ku jiro Sequoia Capital's Alfred Lin.) "Wuxuu kor u taagay summadayada, wuxuuna ka hadlay bogga shan daqiiqo - taasi waa mid gaar ah."  Hase yeeshee, Patel wuxuu sheegay inuusan ka xishoon inuu daabaco qoraal rajo-xumo leh oo ku saabsan Nvidia's Rubin chips-nooca warbixinta laga yaabo inay ka xumaato shirkadda - maalmo ka dib. Go'aankaas, wuxuu ku adkaystay, in uu muujinayo in sasabadu aanay ka joojinayn in uu dhufto ku dhawaad ​​5 tirilyan oo orso.

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