Nvidia CEO shakes off DeepSeek effect, says ‘new scaling law’ driving demand
Nvidia CEO Jensen Huang remains confident in strong GPU demand, despite the rise of compute-efficient AI models like those from DeepSeek. This confidence follows Nvidia's strong quarterly results, with data center sales growing significantly. Huang believes the emergence of reasoning models that require even more computing power will continue to drive demand for Nvidia's products.
Concerns arose when DeepSeek's efficient models led to speculation about slowing GPU demand, contributing to a temporary market value drop for Nvidia. However, Huang highlighted "extraordinary" demand for the company's Blackwell products, emphasizing that data centers will increasingly allocate capital expenditure to accelerated computing and AI. Despite US restrictions, China still accounts for a notable portion of Nvidia's revenue.
via SCMP Full Text Feed
Nvidia CEO Jensen Huang remains confident in strong GPU demand, despite the rise of compute-efficient AI models like those from DeepSeek. This confidence follows Nvidia's strong quarterly results, with data center sales growing significantly. Huang believes the emergence of reasoning models that require even more computing power will continue to drive demand for Nvidia's products.
Concerns arose when DeepSeek's efficient models led to speculation about slowing GPU demand, contributing to a temporary market value drop for Nvidia. However, Huang highlighted "extraordinary" demand for the company's Blackwell products, emphasizing that data centers will increasingly allocate capital expenditure to accelerated computing and AI. Despite US restrictions, China still accounts for a notable portion of Nvidia's revenue.
via SCMP Full Text Feed
