Nvidia said to go head-on with frontier labs as labs build their own ASICs
pzakin · x · 2026-10-11
A thread on Nvidia's competitive posture: the original post claims Nvidia will now compete head-on with frontier labs, as labs develop their own ASICs and undercut Nvidia — reportedly angering Jensen Huang. The reposter (pzakin) offers a more cautious read, interpreting the stance as a hedge against certain tail risks rather than a definitive strategic showdown.
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