Patel: Nvidia is diversifying chip architectures due to AI uncertainty
Dylan Patel · FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI · Feb 3, 2026 · at 6:11
Dylan Patel, Chief Analyst at SemiAnalysis, analyzes why Nvidia is moving away from a strictly one-size-fits-all GPU strategy toward specialized chips.
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“You've got, like, CPX, you've got, like, the standard GPU, and now you've got the Grok chips, and they all fill a different niche, but really it screams, oh crap, we don't really know exactly where AI is going, which I don't think anyone does, right? I mean, it's moving so fast, the software is the model architectures, et cetera, so we're just gonna, like, engineer solutions that are along multiple points of the Pareto optimal curve, and then, you know, one of them will win, right?”
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