Nvidia is not worried about custom ASICs from cloud providers building in-house because Nvidia's singular mission is to build a universal computing platform for AI that works everywhere, and custom ASICs serve specific applications while Nvidia enables the entire ecosystem.
factualpending
Speaker
Jensen HuangEvidence Quote
“singular purpose of the company is to build an architecture that a platform that could be everywhere...we're not trying to take any share from anybody”
Created: 8/10/2026, 3:55:45 PM
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