
分析師擔憂AI算力中心技術演進放緩,AI晶片領域可能進入百家爭鳴時代
AI-generated summary
The company's founder, Huang Rinpoche, resigned as CEO, president and board member on 12 April due to a series of scandals that shocked the global tech industry.
NVIDIA founder Jensen Huang resigned from his positions as CEO, president, and board member on the 12th due to a series of affair scandals, which shocked the global technology industry.
Well-known analyst Lu Xingzhi pointed out that this made him worried that the technological evolution of the AI data computing power center would slow down in the future and that people would take the lead. He also named four people including Su Zifeng and Musk. Do they have the opportunity to take the lead? Or will AI development enter the Spring and Autumn and Warring States era when a hundred schools of thought contend.
Lu Xingzhi posted a message on the social media this morning and pointed out that if the leader does not hide behind the scenes to help like the founder of GOOGLE after his resignation, he is very worried that Nvidia will change from a fast uphill slope to a slow slope in the next 10 years. He is also worried that the technological evolution of the AI data computing power center will slow down in the future and people will take the lead.
Lu Xingzhi said bluntly, do you think it is AMD’s Su Ma (Supermicro Chairman Su Zifeng), GOOGLE founder Sergey Brin, Broadcom’s Hock Tan (Broadcom CEO Tan Hoke), or the SpaceX/Tesla veteran (Musk) who may recruit the leader, who has a better chance of taking the lead in self-developed chips? Or will we enter the Spring and Autumn and Warring States era when AI systems and self-developed chip technology are blooming everywhere, with hundreds of schools of thought contending?
陸行之也提出3大問題,包含:
1. Without its leader, will NVIDIA continue to run its perpetual motion engine and support emerging cloud and technology bottleneck suppliers that are waiting for support?
2. Without a leader, will Nvidia still have the ability to continue to expand the scale of the private AI computing power mortgage fund?
3. Without a leader, does Nvidia still have the energy to develop self-driving and AI robot ecosystems to compete with Tesla?
AI outlook — possibilities, not facts
Gilda will announce the election of a new CEO and president shortly
Very likely · Within weeks
Competition between AI chips and computing centers will intensify, potentially leading to a multi-company and co-driving situation
Possible · Within months

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