Gemini and Claude Train on TPUs. Nvidia Isn't Worried.

Jensen Huang explains why Nvidia's accelerated computing platform has a structural moat over Google's TPUs, even though Claude and Gemini are trained on TPU hardware. Nvidia isn't just an AI chip company - it runs molecular dynamics, drug discovery, fluid physics, and data processing across every major cloud provider. The flexibility that lets anyone operate Nvidia systems is what keeps them embedded inside Google, Amazon, Azure, and every other major cloud at once. Clipped from - Jensen Huang - TPU competition, why we should sell chips to China, & Nvidia's supply chain moat (Dwarkesh Patel) Full video -    • Jensen Huang – Will Nvidia’s moat persist?   #Nvidia #JensenHuang #AI