NVIDIA CEO Jensen Huang dismisses fears about custom chips replacing his company's products. He claims most ASIC projects from tech giants will fail before reaching market. Major companies like Microsoft, Google and Amazon develop specialized processors to reduce dependence on NVIDIA hardware. These firms want cheaper alternatives that match their specific artificial intelligence needs. Custom chips could help companies avoid supply shortages and market delays.
Huang argues that building custom processors is easy but deploying them at scale requires expertise. NVIDIA maintains advantages through years of experience with large artificial intelligence installations. The graphics chip maker believes competitors lack the knowledge needed...