factual
Nvidia missed early lab investment due to capital constraints
Huang's mistake was not internalizing that foundation labs like Anthropic and OpenAI needed multi-billion-dollar investments from suppliers (which VCs wouldn't provide) to use compute; Google and AWS could make those investments and Nvidia couldn't at the time, which is why Anthropic went elsewhere—a mistake he won't repeat now that Nvidia can invest in OpenAI and Anthropic.
factualpending
Speaker
Jensen HuangEvidence Quote
“We just weren’t in a position to make the multi-billion dollar investment into Anthropic so that they could use our compute. But Google and AWS were.”
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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