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You can bet your entire business on Nvidia shipping a better architecture every single year and your token cost falling by an order of magnitude — no ASIC team can promise that.

Drawn from what Jensen Huang said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    Pick your ASIC team where you can say I can bet the farm of I can bet my entire business that you will be here for me every single year. Your cost, your token cost will decrease by an order of magnitude every single year. I can count on it like I can count on the clock.

    Where this was said

    Watch from 0:55:58 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 18th

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

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