Jensen Huang on 'Nvidia vs. custom ASIC'
He was answering to UBS research analyst question on how custom ASICs will affect NVIDIA or how they are going to compete with custom ASIC.
Basically he says -
Your custom chip is a science project in a world where NVIDIA is building revenue-generating AI factories. While the competition is still desperately trying to copy Nvidia's last generation, their roadmap is already at the limits of physics. They don't just sell silicon; they deliver the entire, impossibly complex platform that the industry has already surrendered to and standardized on. When you must bet hundreds of billions on your company's future, there is no alternative—they are the only platform to build on, and everyone knows it.
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From 'GTC Financial Analyst Q&A' session (full link in comment)
