During NVIDIA's Q2 FY2027 earnings call, in response to questions about OpenAI's self-developed inference chips, Jensen Huang stated that NVIDIA provides a comprehensive platform covering the entire AI lifecycle, which is fundamentally different from single-chip products. He anticipates that open models and proprietary models will coexist, and growth in demand for both will drive the company's business expansion. Huang also emphasized the groundbreaking nature of agent technology, an area where NVIDIA is actively positioning itself. Industry analysts note that NVIDIA's platform strategy complements its GPU architecture advantages, creating a technological barrier that is difficult to replicate and may reshape the competitive landscape of the AI infrastructure market.