In a podcast posted Wednesday with Dwarkesh Patel, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang dismissed the idea that AI hardware is becoming a commodity.
Huang described Nvidia’s core mission as an “incredible journey” of transforming electrons into valuable digital tokens.
“The amount of artistry, engineering, science, and invention that goes into making that token valuable… is far from deeply understood,” Huang stated.
He pushed back against the notion that Nvidia is simply a software company using Taiwan Semiconductor Manufacturing Co (NYSE:TSM) as a middleman.
The ‘Insanely Hard’ Five-Layer Cake
Huang described AI as a “five-layer cake,” noting that Nvidia operates across every level.
While the company partners with upstream suppliers like Micron Technology Inc
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