Nvidia CEO Says Fears About DeepSeek’s Impact Are Misplaced

(Bloomberg) – NVIDIA CORP.

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Chief Executive Officer Jensensen Huang said that the concerns caused by the R1 AI model of the Chinese Startup Deekseek, which will need less chips and powerful servers in the future.

“The understanding of R1 was completely wrong,” Huang said during a meeting with analysts and investors at his company’s GTC conference in San Jose, California, California. “Calculation demand is much higher.”

NVIDIA shares in New York’s trade increased by 2.4%. They dropped 14% to the session this year.

The company is trying to persuade a wider group of industry to invest in AI equipment, promising that technology’s economic benefits are approaching. During the last two years of the last two years, the world’s most valuable ship in the last two years has become a dizziness, which has become a dizzying growth over the past two years, more investor. The main concern is that customers will keep their expenses on AI infrastructure.

Deepseek was afraid of this year earlier this year, when he released his AI model, saying that it produced powerful technology for less money. But the largest customers of NVIDIA have reaffirmed their costs since then. And the analysis of this week found out that the costs of the largest data center operators actually rise faster than forecasted.

During analysts, Nvdia Huang asked customer efforts to develop their own components, chips that could replace its AI accelerators in data centers. Alphabet Inc. Such companies are working with BroadCom Inc. to develop special integrated integrated schemes or associations of their application. But Huang countered that many associas are designed, but they don’t really actually put data centers.

These large customers need better chips to create more than their infrastructure, rather than cheaper to save money, he argued.

“All these companies are headed by great chief executive directors who are really good in maths,” he said. “Effects are not just an expense. It’s another calculation. “

He said that competitors chips cannot coincide with the formation of Nvdia’s hopper, his previous generation. And the current Blackwell Platform is 40 times more powerful.