Jensen Huang: Custom ASICs Are Science Projects, Nvidia Builds Revenue-Generating AI Factories
rohanpaul_ai · x · 2026-07-03
Nvidia CEO Jensen Huang responded to a UBS analyst's question regarding the competitive threat of custom ASICs, dismissing competitors' custom chips as "science projects," while noting that Nvidia is building revenue-generating AI factories. He emphasized that Nvidia sells not just silicon, but a complete, complex platform that the industry has adopted and standardized. While competitors are still copying Nvidia's previous generation, Nvidia's roadmap is approaching physical limits, demonstrating high confidence in its platform ecosystem moat.
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