Read at Forbes
Nvidia's biggest customers, including Google, Amazon, and Microsoft, are developing AI chips that could potentially compete with Nvidia. However, Nvidia's CEO, Jensen Huang, responded by saying "We can help you do that." This indicates that Nvidia is willing to assist its customers in building their own AI chips.
"We can help you do that."
To pursue this opportunity, Nvidia is creating a group that will work with clients to build their own solutions using Nvidia intellectual property (IP) or even chiplets. This move by Nvidia could potentially make them an AI licensing giant.
Perhaps Nvidia didn't need to buy Arm after all. With this move, it is beginning to build an AI licensing giant.