Patel shares industry story that Jensen ordered Xbox production volume before winning Microsoft's official contract.
“NVIDIA ordered the volume for the Xbox before Microsoft gave them the order. They're just like they're he was just like, fuck it, Yolo. Yeah.”
Patel explains Jensen fears specialized chips could undercut NVIDIA's margins if they only made general-purpose GPUs.
“Jensen is very paranoid about losing. Right? These specializations if he just kept making his mainline chip would mean people could you know point point solutions for specific parts of the market would crush him on cost and performance, then he can't justify his margin.”
Patel emailed Jensen documenting skepticism about Blackwell's 25x claim from industry observers.
“I emailed him. I like, hey, Jensen. You know, back in 2024, you said or back back when you launched Blackwell, said '24 twenty five x.”