SemiAnalysis@SemiAnalysis_ · X演讲被评为黄仁勋最差之一，AI数据中心方面未发布新内容。仅宣布Windows on NVIDIA ARM CPU，但该转型被认为难以成功。NVIDIA笔记本芯片已比原计划延迟6-8个月，开发中因高速连接干扰导致视频输出完全故障。据报道，笔记本厂商被告知禁止开机或运行基准测试，暗示硬件不成熟。
F TIER KEYNOTEMAX： Jensen ComputeX presentation was one of the worst keynotes he has done. He announced nothing new on the AI datacenter side， and he only announced Windows on NVIDIA ARM CPU which the transition will not go work unlike Apple transition from x86 to M1 ARM.
The NVIDIA laptop chip is already delayed by 6 to 8 months from its original expected launch window. During development， the high-speed connection between the Nvidia and MediaTek parts caused so much interference that the video output was completely broken，
Laptop makers are reportedly being told definitely not let anyone turn them on or run benchmarks. That screams "immature hardware."