Jensen Huang – Will Nvidia’s moat persist?

We've seen the valuations of a bunch of software companies crash because people are expecting AI to commoditize software.

I'm not gonna make that same mistake again. And, I'm delighted to invest in OpenAI and, and I'm delighted to, to help them scale. And I believe it's essential to do so.

the investments that we've done with Lumentum and Coherent and all of the silicon photonics ecosystem, the last several years, we really reshaped the ecosystem and the supply chain, silicon photonics.