As leading AI developers race to build their own custom chips, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang says he remains unfazed. Responding to questions about OpenAI, Anthropic and other frontier AI labs designing in-house silicon, Huang said he is “100% confident” they will remain Nvidia customers and partners “for a very long time.”
Huang Says Nvidia Is Building an AI Platform, Not Just Chips
Speaking during Nvidia’s earnings call, Huang argued that many custom AI processors are designed for narrow inference workloads, while Nvidia offers a broader platform spanning the entire AI lifecycle.
“We’re building something very different,” Huang said. “These XPUs are inference specific chips for one cloud or one service. NVIDIA Corp is a platform, an entire AI factory platform that spans the entire AI life cycle.”
He added that as AI services expand globally, they will continue to rely on Nvidia’s infrastructure beyond their own data centers.
“I fully expect… they’re going to run on NVIDIA Corp all around the world,” Huang said, adding that he has “100% confidence” the frontier AI labs “are going to be customers and partners of ours for a very long time.”
Huang also framed Nvidia’s investments in frontier AI companies as a long-term strategic opportunity rather than a competitive risk.
“Investing in these companies are once in a generation opportunity,” he said. “The only regret that I have is that I didn’t invest more and sooner.”
The remarks come as several leading AI developers, including OpenAI and Anthropic, pursue custom chip programs aimed at reducing dependence on third-party hardware for certain workloads.
Huang’s message to investors was that proprietary inference chips and Nvidia’s end-to-end AI platform can coexist—and that the world’s biggest AI labs are likely to keep buying both.
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