post Patel says OpenAI's Jalapeño beats NVIDIA Blackwell and Rubin, unusual for first-generation chips
https://x.com/dylan522p/status/2092258594628706778
post Patel argues first-party ASICs have no residual value if OpenAI goes bankrupt, making them unfinanceable
https://x.com/dylan522p/status/2092723645164724225
post Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
https://x.com/dylan522p/status/2084075328377668023
post Patel defends SemiAnalysis against bearish NVIDIA accusations by pointing to their unit and revenue estimates
https://x.com/dylan522p/status/2092464965919875454