Dwarkesh PodcastJensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moatAnthropic Isn’t A Trend
37:03–37:38 · 36s
Jensen argues TPU and Trainium growth is largely driven by one customer—Anthropic—and says without them there’d be little demand, pushing back on the idea that custom ASICs signal a broader shift away from NVIDIA.