Jensen Huang on Google, Meta, Anthropic and other companies making AI chips that analysts say should scare Nvidia: What everyone is not understanding is...
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.
Anthropic's Mythos Model Stuns Industry
- Anthropic unveils plans for major UK expansion after OpenAI announces first permanent London office CNBC —
- Anthropic Plans to Bring Mythos to UK Banks Within the Next Week Bloomberg —
- Anthropic's Mythos to Be Available to UK Banks Within 'Next Week' Bloomberg —
- A month and a half after big fight with Pentagon, Anthropic gets 'huge compliment' from Trump administration and the reason is China Times Of India —
- How Anthropic Learned Mythos Was Too Dangerous for the Wild Bloomberg —