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

TechFlow reports that on August 27, according to Yonhap News Agency, NVIDIA CEO Jensen Huang stated during 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 geared toward AI inference scenarios, while NVIDIA provides a complete AI computing platform that can be deployed across multiple cloud platforms.

NVIDIA has previously invested in both OpenAI and Anthropic; Huang expects both companies to continue serving as customers and partners for the long term, and he expressed "100% confidence" in the competitiveness of NVIDIA's technology in terms of performance and cost.