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In a Q&A during the earnings call, CEO Jensen Huang addressed concerns about competition from major players like Amazon and Google, who are developing their application-specific integrated circuits (ASICs). Huang emphasized that while these custom chips are designed for specific applications, Nvidia's general-purpose GPUs are designed for a broad spectrum of tasks. The performance per watt of Nvidia's products is significantly higher, providing them with a competitive edge.
Moreover, innovations like TensorRT LLM, which dramatically enhance the performance of large language models on Nvidia chips, highlight the ecosystem's adaptability and strength, poised to capture an expanding market share.