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Anthropic is a unique instance and not a trend: without it there would be essentially no TPU or Trainium growth at all.

Drawn from what Jensen Huang said

Anthropic

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    anthropic is is an is a unique instance um and not a trend. Uh without an anthropic, why would there be any TPU growth at all? It's 100% anthropic. Without anthropic, why would there be any tranium growth at all? It's 100% anthropic.

    Watch from 0:37:03 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 11th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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