Jensen Huang pushed back hard on the idea that Google’s TPUs, Meta’s MTIA chips, Anthropic’s multi-gigawatt compute deal, Amazon’s Trainium4, and OpenAI’s custom Broadcom silicon spell the beginning of the end for Nvidia. Speaking on the Dwarkesh Podcast, the Nvidia CEO called Anthropic’s TPU pivot a one-off, defended CUDA’s staying power, and conceded one early mistake—while largely sidestepping the inference era’s uncomfortable cost math.
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