Nvidia's agreement with Anthropologie raises new questions about the ASIC chip competition.

Nvidia recently announced an agreement with Anthropologie, which includes infrastructure built around Blackwell and Rubin systems. At the same time, Anthropologie also signed an agreement for Google's latest Ironwood TPU, raising new questions about whether ASIC chips can truly compete with NVIDIA. In response, Nvidia CEO Jensen Huang stated that when companies develop custom chips, the real competition doesn't come from NVIDIA, but from their respective engineering teams.