KuDylan Patel, umseki weSemiAnalysis, incwadana yeendaba ye-AI enempembelelo kunye nefemu yophando, uNvidia ufanelwe luhlobo lokujongwa kunye nokufunda i-tabloid press kanye ezinikele kwi-Princess Diana. Yena Uphonononga imveliso ezitsha zesigebenga setshiphu, kulibaziseka href="https://newsletter.semianalysis.com/p/short-report-nvidia-supplier-cut">scoops iinkcukacha malunga nokusebenza kwangaphakathi. Ukufumana ulwazi lwakhe alupheli kangangokuba ngamanye amaxesha uyayicaphukisa inkampani, awathi wayibhala phantsi kwiziganeko zayo ixesha elifutshane emva kokuba epapashe ezinye zezinto uNvidia aza kuxoxa ngazo kwinkomfa ezayo.
Kusenjalo, kwinyanga ephelileyo, uPatel, oneminyaka engama-29, ukonwabele umzuzwana akukho nkwenkwezi iphumayo evela kumajelo eendaba emveli inokulindela: indumiso yoluntu evela kuNvidia CEO uJensen Huang. Kwi-GTC yamva nje, ingqungquthela yabaphuhlisi ejongwe kakhulu yinkampani, u-Huang ukhangele igama likaPatel kwaye wakhankanya ngokucacileyo iSemiAnalysis entsha yovavanyo lokusebenza kwechip, InferenceX, enike amanqaku aphezulu kuNvidia.
"Uthethe amagama abantu ababini kuphela kwinkcazo-ntetho yonke: eyam kunye neyomfana we-OpenClaw," watsho uPatel, ecinga ngovuyo kwii-plaudits ezivela kwi-SemiAnalysis' glassy, ii-ofisi ezintsha ezikhanyisa ilanga kwidolophu yaseSan Francisco. (Ukuba ulungile, u-Huang uphinde wakhankanya abanye abambalwa ekudluleni kwakhe kunye nokubulela, kuquka i-Alfred Lin yaseSequoia Capital.) "Wabeka uphawu lwethu, kwaye wathetha ngesilayidi imizuzu emihlanu-eyodwa kakhulu." Kwaye okwangoku, uPatel uthe akazange ayeke ukupapasha inqaku elingenathemba malunga neNvidia's Rubin chips-uhlobo lwengxelo enokungakholisi inkampani-kwiintsuku ezimbalwa kamva. Eso sigqibo, uyanyanzelisa, sibonisa ukuba ukukhohlisa akusayi kumyekisa ukuba akhuphe ibhere ephantse ibe yi-5 yeetriliyoni zeedola.
