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Jensen Huang Says Nvidia Will Supply AI Demand Despite OpenAI Chip

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Nvidia CEO Jensen Huang played down OpenAI’s new Jalapeño chip, saying he remains confident Nvidia’s technology and supply can keep serving the AI industry even as customers build in-house processors. Huang pointed to Nvidia’s platform, supply chain and technology scale, adding that Nvidia is increasing its AI market share. Nvidia also reported a 106% revenue surge and issued strong Q3 guidance.

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