Shailesh Chitnis

speaker

57 appearances 1 recordings 1 series first heard Jun 2026 last heard 2 Jun

Shailesh Chitnis’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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I'm in Taipei this week attending the Computex conference, which is a big conference for AI and semiconductors in Taiwan.

During a keynote speech, Jensen Huang brought out two laptops in his hand.

And basically that signified that in partnership with Microsoft, they have developed chips specifically for the personal computer.

So it's a big break for Nvidia from what they're known for, which is making chips for AI in the data center.

This is now getting into the personal computer.

So I think it was a big announcement in terms of what it signals for Nvidia's ambitions.

I would say there are two reasons for this.

The first is the rise of agentic AI, which is basically AI systems which perform pretty complicated tasks themselves.

So maybe the simplest example always given is booking your travel reservation or doing certain things.

The agent itself goes out and completes those tasks.

The rise of agentic AI has made central processing unit, which is a type of chip that is used predominantly in personal computers, very, very

Important because those are the kind of chips that are able to actually orchestrate these actions.

Remember, Nvidia is known for making graphic processing units or GPUs.

These are chips that are purpose built for training as well as running large language models.

But as AI is moving into what is known as inference, where a model responds to user queries, more and more CPUs are starting to become important.

And if I'm a user trying to use these agents every time going to the cloud and running these things can be slow.

It can also be expensive.

Everybody's heard of people burning through their token budgets and things like that.

If you're actually able to run these agents on your own laptop or personal computer, you can do it perhaps faster, but you can also do it cheaper.

So that's kind of the driving force.

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