{"id":1003545,"date":"2026-04-17T10:57:11","date_gmt":"2026-04-17T05:27:11","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1003545"},"modified":"2026-04-17T10:57:11","modified_gmt":"2026-04-17T05:27:11","slug":"jensen-huang-on-google-meta-anthropic-and-other-companies-making-ai-chips-that-analysts-say-should-scare-nvidia-what-everyone-is-not-understanding-is","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/04\/17\/jensen-huang-on-google-meta-anthropic-and-other-companies-making-ai-chips-that-analysts-say-should-scare-nvidia-what-everyone-is-not-understanding-is\/","title":{"rendered":"Jensen Huang on Google, Meta, Anthropic and other companies making AI chips that analysts say should scare Nvidia: What everyone is not understanding is&#8230;"},"content":{"rendered":"<p>Nvidia CEO Jensen Huang has a simple answer for everyone treating Google&#8217;s TPU push, Meta&#8217;s homegrown MTIA chips, Anthropic&#8217;s multi-gigawatt compute deal, Amazon&#8217;s near-sold-out Trainium4, and OpenAI&#8217;s Broadcom silicon project as a five-alarm fire for the world&#8217;s most valuable chipmaker: you&#8217;re all misreading the situation. One by one, the biggest names in AI are quietly building around Nvidia\u2014and Huang spent a significant stretch of a nearly two-hour podcast making the case that none of it is quite what it looks like.<\/p>\n<p>In a wide-ranging conversation on the Dwarkesh Podcast published Tuesday, Huang argued that what looks like customer defection is actually something far more specific. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia CEO Jensen Huang has a simple answer for everyone treating Google&#8217;s TPU push, Meta&#8217;s homegrown MTIA chips, Anthropic&#8217;s multi-gigawatt compute deal, Amazon&#8217;s near-sold-out Trainium4, and OpenAI&#8217;s Broadcom silicon project as a five-alarm fire for the world&#8217;s most valuable chipmaker: you&#8217;re all misreading the situation. One by one, the biggest names in AI are quietly building around Nvidia\u2014and Huang spent a significant stretch of a nearly two-hour podcast making the case that none of it is quite what it looks like. In a wide-ranging conversation on the Dwarkesh Podcast published Tuesday, Huang argued that what looks like customer defection is [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[87,4,11],"tags":[],"class_list":["post-1003545","post","type-post","status-publish","format-standard","hentry","category-it-2-the-times-of-india","category-newspapers","category-the-times-of-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1003545","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1003545"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1003545\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1003545"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1003545"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1003545"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}