TPU and Trainium growth is '100% Anthropic', a unique instance, not a trend.

Who

Jensen Huang

Topic

Competition

How it gets scored

Does material non-Anthropic custom-ASIC demand emerge by 2027?

Resolves

2027-04-15

Source

Jensen Huang — TPU competition, selling chips to China, & Nvidia's supply chain moat (00:16:25)