Kuna Dylan Patel, muvambi weSemiAnalysis, ane pesvedzero yeAI indasitiri yenhau uye femu yekutsvagisa, Nvidia anofanirwa nemhando yekutarisa uye kudzidza pepanhau retabloid rakambopihwa kuna Princess Diana. Iye Anoongorora zvigadzirwa zvitsva zvechip giant, href="https://newsletter.semianalysis.com/p/short-report-nvidia-supplier-cut">scoops details about its internal working. Kuronga kwake ruzivo hakuregi zvekuti dzimwe nguva anotsamwisa kambani, iyo yaakati akambomubvisa pazviitiko zvayo kwenguva pfupi mushure mekunge aburitsa zvimwe zvezvaizokurukurwa naNvidia pamusangano unouya.
Zvichakadaro, mwedzi wapfuura, Patel, makumi maviri nemapfumbamwe, akanakidzwa nechinguva pasina nyeredzi yaisimuka kubva kune yechinyakare midhiya nyika yaigona kutarisira: kurumbidzwa neruzhinji kubva kuna Nvidia CEO Jensen Huang. PaGTC ichangoburwa, musangano wevagadziri vanotariswa zvakanyanya nekambani, Huang zita-akaongorora Patel uye akataura zvine mukurumbira SemiAnalysis wongororo yekushanda kwechip, InferenceX, iyo yakapa mamakisi epamusoro kuNvidia.
"Akangotaura mazita evanhu vaviri mharidzo yese: yangu neyeOpenClaw guy's," akadaro Patel, achifunga nerufaro kubva kuSemiAnalysis 'girazi, mahofisi matsva anovhenekera zuva mudhorobha reSan Francisco. (Kutaura zvakanaka, Huang akataurawo vamwe vashomanana mukupfuura kwake uye kutenda, kusanganisira Sequoia Capital's Alfred Lin.) "Akaisa logo yedu kumusoro, uye akataura nezve slide kwemaminitsi mashanu-iyo yakasiyana zvikuru." Uye zvakadaro, Patel akati haana kunyara kuburitsa chinyorwa chisina tariro nezveNvidia's Rubin machipi-rudzi rwemushumo unogona kutsamwisa kambani - mazuva akati wandei gare gare. Sarudzo iyi, anosimbirira, inoratidza kuti kubata kumeso hakuzomutadzise kubata bere rinoda kusvika matiriyoni mashanu emadhora.
