Gary Marcus corrects Jensen Huang: AI is highly profitable for Nvidia, not for OpenAI, Anthropic or their customers
GaryMarcus · x · 2026-09-21
Responding to a Kalshi breaking-news post quoting Nvidia CEO Jensen Huang claiming AI has reached a turning point—"genuinely useful and highly profitable"—Gary Marcus issued a correction: profitable for Jensen, not for OpenAI, Anthropic, or, as far as he knows, their corporate customers.
The quip highlights the AI value chain's core asymmetry: the compute seller captures the profits while model makers and downstream customers remain unprofitable.
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