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Nvidia’s CEO defends his moat as AI labs change how they improve their AI models

  • Nvidia's CEO, Jensen Huang, defended the company's position amidst changing AI model improvement methods.
  • Huang acknowledged the significance of 'test-time scaling' and how it could play a larger role in Nvidia's business.
  • The increasing emphasis on AI inference poses a challenge for Nvidia as competitors develop faster AI inference chips.
  • Huang assured investors that AI model developers are still improving their models through increased compute and data during pretraining.

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