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What Jensen Huang thinks about Anthropic

@jensen-huang · 86 positions · 0 changes of mind

Co-founder and CEO of NVIDIA since 1993.

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2 dated positions, 2026, in their own words. Our reading of what Jensen Huang has said — not written or endorsed by them.

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

    Their wordsanthropic 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.

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com 11th of 24 in this recording

    Interesting

  3. Our readingNvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors.

    Their wordsNor nor did I I would say my mistake is I didn't deeply internalize that they they really had no other options that that that a VC would never put in 510 billion of investment into an AI lab with the with the hopes of it turning out to be anthropic. And so that was my miss.

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com 14th of 24 in this recording

    startupssemiconductorsventure capitalinvesting

    Interesting