Customer-owned tooling

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 26, 2025 by Jensen Huang · across every show →

Everything said about Customer-owned tooling, oldest first

Sep 26, 2025 neutral
Prediction Open · timeframe Sep 2030
Huang: Google TPUs will inevitably transition to customer-owned tooling at scale
“Where will TPUs go when they, when it becomes a large business? Customer-owned tooling. There's no question about it.”
Jensen Huang Sep 26, 2025 ▶ 47:21 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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