Jensen Huang Says Anthropic Drives All TPU Growth

Dave Friedman breaks down a 90-minute Dwarkesh Patel interview with Jensen Huang, and the most striking claim is blunt: Anthropic accounts for essentially all of Google's TPU growth. Huang also outlined Nvidia's positioning across OpenAI, Anthropic, and the major clouds - not through contractual lock-in but through relationship-based supply chain capture, personally walking partners like TSMC and SK Hynix through demand forecasts. He was notably sharp on China, arguing export controls are ineffective because 7nm chips plus domestic talent and energy close the gap anyway. The interview reveals how deliberately Nvidia avoids becoming a hyperscaler itself, instead financing companies like CoreWeave and Nebius to absorb the cloud P&L risk Nvidia wants no part of.