Jensen Huang Has No Fear Of Custom Chips From Tech Giants Eclipsing GPUs: 'Doesn't Make Sense'
Nvidia CEO Jensen Huang dismissed concerns that custom AI chips from cloud providers could surpass Nvidia's GPUs, stating that such claims are flawed. He emphasized Nvidia's significant R&D investments, rising chip complexity, and comprehensive AI infrastructure as barriers to competition. Huang noted that while ASICs will coexist with Nvidia's products, they won't pose a serious threat. He highlighted the company's holistic approach to AI computing, which includes GPUs, CPUs, and software, as a key advantage over competitors.
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