Ku-Dylan Patel, umsunguli we-SemiAnalysis, iphephandaba lemboni ye-AI enamandla kanye nefemu yocwaningo, u-Nvidia ufanelwe ukubhekwa okunezinja futhi atadishe umshini wokunyathelisa we-tabloid owake wanikelwa ku-Princess Diana. U-ucubungula imikhiqizo emisha ye-chip giant, href="https://newsletter.semianalysis.com/p/short-report-nvidia-supplier-cut">scoops imininingwane mayelana nokusebenza kwayo kwangaphakathi. Ukuthola ulwazi kwakhe akupheli kangangokuba kwesinye isikhathi uyayicasula inkampani, athe wake wayikhipha ohlwini lwabangavunyelwe emicimbini yayo isikhashana ngemuva kokushicilela okunye uNvidia azoxoxa ngakho engqungqutheleni ezayo.
Noma kunjalo, enyangeni edlule, u-Patel, oneminyaka engu-29, wajabulela isikhathi lapho kungekho nkanyezi evela kwabezindaba bendabuko engasilindela: ukunconywa esidlangalaleni okuvela ku-CEO wakwa-Nvidia u-Jensen Huang. Ku-GTC yakamuva, ingqungquthela yonjiniyela ababukwa kakhulu benkampani, u-Huang uhlole igama lika-Patel futhi washo ngokugqamile ngeSemiAnalysis entsha ukuhlolwa kokusebenza kwe-chip, i-InferenceX, enikeze amamaki aphezulu ku-Nvidia.
“Washo amagama abantu ababili kuphela kuphrezentheshini: elami kanye nelensizwa ye-OpenClaw,” kusho u-Patel, ecabanga ngenjabulo evela emahhovisi amasha acwebezelayo e-SemiAnalysis, akhanya ilanga edolobheni lase-San Francisco. (Ukukhuluma iqiniso, u-Huang ukhulume nabanye abambalwa ekushiyeni kwakhe eceleni kanye nokubonga, kuhlanganise ne-Alfred Lin ye-Sequoia Capital.) "Wabeka uphawu lwethu phezulu, futhi wakhuluma ngesilayidi imizuzu emihlanu-lokho kuyingqayizivele kakhulu." Kodwa nokho, uPatel uthe akazange ayeke ukushicilela inothi elingenathemba mayelana nama-chips we-Nvidia's Rubin-uhlobo lombiko ongase ungajabulisi inkampani-ezinsukwini ezimbalwa kamuva. Ugcizelela ukuthi leso sinqumo sibonisa ukuthi ukuthopha ngeke kumvimbe ekuqongeni ibhere elicishe libe ngamabhiliyoni amahlanu.
