A supply-chain argument for why NVIDIA still sees the hard part as turning electrons into tokens.
Jensen Huang pushes back on the tidy idea that AI will simply commoditize software. He moves from NVIDIA's GDS2 file to TSMC's logic dies, to HBM from SK Hynix, Micron, and Samsung, and then to an ODM in Taiwan, to make the case that the hard part is still turning electrons into…






