Jensen Huang: OpenAI and Anthropic's In-House Chips Differ in Product Positioning from NVIDIA

According to Yonhap News Agency, NVIDIA CEO Jensen Huang stated on the fiscal year 2027 second-quarter 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 focused on AI inference workloads, whereas NVIDIA provides a complete AI computing platform that can be deployed across multiple cloud environments. NVIDIA has previously invested in both OpenAI and Anthropic; Huang expects both companies to continue serving as both customers and partners of NVIDIA over the long term, and he expressed "100 percent confidence" in the competitiveness of NVIDIA's technology regarding performance and cost.