According to Yonhap News, NVIDIA CEO Jensen Huang stated during the Q2 fiscal year 2027 earnings call that the custom AI chips developed by OpenAI and Anthropic are “completely different” from NVIDIA’s products. He noted that most custom chip projects are primarily designed for AI inference, whereas NVIDIA provides a complete AI computing platform deployable across multiple cloud environments. NVIDIA has previously invested in both OpenAI and Anthropic; Huang expects both companies to continue serving as long-term customers and partners of NVIDIA, and expressed “100% confidence” in the performance and cost competitiveness of NVIDIA’s technology.
NVIDIA CEO Jensen Huang says OpenAI and Anthropic's custom AI chips differ from NVIDIA's offerings.
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Summary
During the Q2 2027 earnings call, NVIDIA CEO Jensen Huang noted that OpenAI and Anthropic’s custom AI chips differ from NVIDIA’s offerings. He emphasized that NVIDIA delivers a complete AI computing platform, unlike most custom projects focused primarily on AI inference. Huang remains confident in NVIDIA’s performance and cost advantages. On-chain news continues to reflect strong interest in developments at the intersection of AI and crypto.
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