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NVIDIA chips
Graphics processing units and AI accelerators from NVIDIA that are widely used for training and running AI models.
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"Tesla's building like their own GPUs to like the equivalent of the Nvidia chips. And he bought huge orders of Nvidia chips and told Jensen like, 'Give me everything you got.'"
Attribution: Host mentions Nvidia chips in context of Elon's AI infrastructure strategy
"Largely because the margin on NVIDIA chips is insane, and Google can develop everything from top to bottom to fit their stack and not have to pay this margin."
From:
State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI | Lex Fridman Podcast #490
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▶ 12:45
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Jan 2026
Attribution: Nathan mentions NVIDIA chips in the context of their high margins compared to Google's TPUs