causal
Nvidia optimization doubles partner model performance
Because no one knows Nvidia's architecture better than Nvidia, its engineers routinely get partner AI labs another 2x-3x out of their stack or a particular kernel, which—across an installed fleet of Hoppers and Blackwells—directly doubles revenue, so Nvidia's expertise remains needed even for sophisticated customers.
causalpending
Speaker
Jensen HuangEvidence Quote
“When you increase it by a factor of two, that doubles the revenues. That directly translates to revenues.”
Source
Dwarkesh Patel Podcast - Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:37:32 AM
My Notes
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