Jensen Huang's 'Total System' thesis: why chips outlast AI model companies
TiernanRayTech · x · 2026-09-06
The Technology Letter analyzes Jensen Huang's long-standing "Total System" vision: a future where computers talk only to computers, with no humans in the loop. The author argues this explains why Huang values chips' enduring worth beyond OpenAI and Anthropic — whichever models win, compute infrastructure remains the chokepoint. Includes a 10-minute video distilling decades of Nvidia coverage.
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