Kwa Dylan Patel, woyambitsa SemiAnalysis, kampani yotchuka ya AI komanso kafukufuku wofufuza, Nvidia akuyenera kuyang'aniridwa mwachidwi ndikuwerenga zolemba zankhani zomwe zidaperekedwa kwa Princess Diana. Iye amayang'anitsitsa zogulitsa zatsopano za chip giant, makapu zambiri za momwe amagwirira ntchito mkati mwake. Kulemba kwake zidziwitso kumakhala kosalekeza kotero kuti nthawi zina amakwiyitsa kampaniyo, yomwe adati nthawi ina idamulemba mndandanda wazinthu zake kwakanthawi kochepa atasindikiza zina zomwe Nvidia angakambirane pamsonkhano womwe ukubwera.
Komabe, mwezi wapitawo, Patel, wazaka 29, adasangalala ndi mphindi yomwe palibe nyenyezi yomwe ikukwera kuchokera pazama TV omwe angayembekezere: kuyamikiridwa pagulu kuchokera kwa CEO wa Nvidia Jensen Huang. Pa GTC yaposachedwa, msonkhano wa otukula omwe amawonedwa kwambiri ndi kampaniyo, Huang adayang'ana dzina la Patel ndipo adatchulanso SemiAnalysis mawunikidwe atsopano a kachitidwe ka chip, InferenceX, yomwe idapatsa Nvidia zizindikiro zapamwamba.
"Anangotchula mayina a anthu awiri pa chiwonetsero chonse: yanga ndi ya OpenClaw," adatero Patel, akuganizira mosangalala za magalasi a SemiAnalysis, maofesi atsopano a dzuwa ku San Francisco. (Kunena chilungamo, Huang adatchulanso ena ochepa m'kupita kwake ndikuthokoza, kuphatikizapo Alfred Lin wa Sequoia Capital.) "Iye anaika chizindikiro chathu, ndipo analankhula za slide kwa mphindi zisanu - ndizopadera kwambiri." Ndipo komabe, Patel adati sanachite manyazi kufalitsa mawu osakayikira za tchipisi ta Nvidia Rubin - mtundu wa lipoti lomwe lingakhumudwitse kampaniyo - patatha masiku angapo. Lingaliro limenelo, akuumirirabe, likusonyeza kuti kusirira sikungamulepheretse kuponya chimbalangondo pafupifupi $5 thililiyoni.
