Nvidia CEO Jensen Huang Praises DeepSeek's R1 Model, Remains Bullish on AI Chip Demand
42 Sources
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Nvidia chief Jensen Huang's first acknowledgement of DeepSeek; here's what he said on Chinese startup's blockbuster R1 model
Nvidia CEO Jensen Huang acknowledges the success of DeepSeek's R1 AI model and expresses optimism about Nvidia's future despite market impacts. Huang emphasizes long-term AI chip demand and investments from clients like Meta, Amazon, Google, and Microsoft. Nvidia's Blackwell chips see extraordinary
[2]
Nvidia boss Jensen Huang feels AI is now overworked and may have to work 100 times harder to match the fast pace development
Nvidia continues to dominate the AI computing market, reporting a record $130.5 billion in annual revenue, with data centre earnings surging 93%. CEO Jensen Huang predicts next-generation AI will require 100 times more computing power, reinforcing demand for Nvidia's chips. However, US export
[3]
Nvidia CEO Jensen Huang shrugs off DeepSeek as sales soar | TechCrunch
Nvidia CEO Jensen Huang is as bullish as ever about his company's future, repeating his sentiments that DeepSeek won't impact sales, he said during the latest earnings call on Wednesday. Speculation that DeepSeek's R1 model required far fewer chips to train fueled a record drop in Nvidia's stock
[4]
What Nvidia's CEO thinks about DeepSeek ahead of earnings
Amazon takes creative control of the James Bond movie franchise After the Hangzhou-based AI startup spooked investors in January, Nvidia's stock plunged 17%, wiping out nearly $600 billion in value -- a record loss for a U.S. company -- amid a global selloff of tech stocks. In December, DeepSeek
[5]
Nvidia's Jensen Huang has some strong words for DeepSeek -- and they're probably not what you think
It's not all bad news for DeepSeek, at least not from Jensen Huang In a quarterly earnings call on Wednesday, Nvidia CEO Jensen Huang had some surprising commentary on DeepSeek R1, the controversial AI model that has exploded in popularity over the past few months. DeepSeek is a new AI model that
[6]
Is Nvidia Facing DeepSeek Threat: What's Jensen Huang's Future Plan?
In response to the question about the progress of Deep Seek, Jensen Huang admitted to competition but didn't seem perturbed over what might happen to Nvidia's market share. Nvidia offers many years of experience, in addition to having a deep ecosystem and continued innovations. So, it gives the
[7]
After $600 billion Nvidia wipeout and losing nearly 20% of his personal net worth during DeepSeek rout, Jensen Huang hits back, says investors 'Got it wrong on selloff'
Nvidia CEO Jensen Huang addressed concerns after a significant market drop due to the launch of DeepSeek's R1 AI model, which triggered fears of reduced demand for Nvidia's chips. Huang claimed that advanced AI models still depend heavily on Nvidia's computing power, especially for post-training
[8]
Jensen Huang Says 'DeepSeek Was Fantastic:' Next-Gen Models Demand 100x More Compute As Nvidia Smashes Earnings Records - NVIDIA (NASDAQ:NVDA)
Nvidia Corp. NVDA CEO Jensen Huang said Wednesday that next-generation artificial intelligence models need "100 times more compute" than earlier versions, citing new reasoning approaches that process information step by step. What Happened: "The amount of computation necessary to do that reasoning
[9]
Nvidia shows Big Tech's AI spending spree is still going strong
The chipmaker reported revenue of $39.3 billion for the fourth quarter of fiscal year 2025 -- a 78% increase from the previous year, and above the consensus of $38.1 billion. Fiscal first quarter guidance was set at $43 billion, plus or minus 2% -- also above Wall Street's expectations of $42
[10]
Nvidia's AI empire under siege? Nvidia's AI dominance at a turning point; Earnings report to reveal market confidence, tech giants' investments, and the future of AI chip demand
Nvidia, a leading name in artificial intelligence (AI) hardware, is set to announce its fourth-quarter earnings this Wednesday. This report comes at a pivotal time, as the tech giant faces questions about its future in the AI industry. Recently, China's AI startup DeepSeek introduced low-cost AI
[11]
Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spending
The world's second most valuable company has been the top beneficiary of an AI-driven spending spree by big technology companies over the past two years.Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the
[12]
NVIDIA's CEO Jensen Huang Addresses The "DeepSeek Fiasco" For The First Time; Says Investors "Overreacted" & "Got It All Wrong"
NVIDIA's CEO Jensen Huang has publicly addressed China's DeepSeek for the first time, claiming that the investors overreacted and got the "paradigm wrong." NVIDIA's CEO Believes DeepSeek's AI Achievement Is Massive For The Markets, Appreciating Their Open-Source Models The release of DeepSeek's
[13]
Nvidia signals strong AI chip demand despite DeepSeek threat
Nvidia has signalled no drop in demand for its flagship chips among big artificial intelligence (AI) spenders despite the low-cost challenge posed by Chinese rival DeepSeek. The leading AI chipmaker said it expected Blackwell sales to continue to grow after its latest earnings beat market
[14]
Nvidia CEO Jensen Huang says market got it wrong about DeepSeek's impact | TechCrunch
Nvidia founder and CEO Jensen Huang said the market got it wrong when it comes to DeepSeek's technological advancements and its potential to negatively impact the chipmaker's business. Instead, Huang called DeepSeek's R1 open source reasoning model "incredibly exciting" while speaking with Alex
[15]
Market panic fizzles as DeepSeek fuels even greater demand for Nvidia chips, company's H20 chips fly off shelves in China as AI breakthrough ignites demand
DeepSeek's affordable AI models have raised demand for Nvidia's H20 AI chips. Nvidia's revenue and market position have benefited significantly, with major Chinese companies like Tencent and Alibaba increasing their orders. Nvidia's stock has also rebounded from initial declines, showing strong
[16]
Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spending
(Reuters) - Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry. The world's second most valuable company
[17]
Nvidia's Chip Demand Faces Scrutiny as DeepSeek Stirs Doubts on AI Spending
(Reuters) - Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry. The world's second most valuable company
[18]
Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts
Feb 24 (Reuters) - Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry. The world's second most valuable
[19]
Nvidia sees mixed outlook after 2 years of blowout results
Sales will be about US$43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion. The company also warned that gross profit margins would be tighter than
[20]
9 takeaways from Nvidia's $39B quarter -- and what's next
Nvidia disclosed its financial results for the fourth fiscal quarter on February 26, 2025, reporting $39.3 billion in revenue, $0.89 adjusted earnings per share, and $22.1 billion of net income. The results provide insights into Nvidia's performance amid the backdrop of the recent release of the
[21]
Nvidia earnings beat expectations and signal strong AI chip demands
Nvidia's quarterly earnings surpassed analysts' expectations, signalling artificial intelligence demands remained strong. However, the company's revenue growth slowed due to the base effect. Nvidia reported fourth-quarter earnings for fiscal year 2025 that exceeded market expectations and provided
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DeepSeek May Not Hurt Chip Demand, After All
Shortly after the NVIDIA sell-off, Netherlands-based ASML, a chip-making equipment manufacturer, saw shares jump nearly 9%. In the past month, while AI enthusiasts celebrated the Chinese AI startup DeepSeek's low-cost R-1 model, which was built with minimal GPUs and capital, the market responded
[23]
Nvidia revenues up 80% from 'amazing' demand for AI chips
Chip-making giant Nvidia has beaten Wall Street expectations with its latest earnings, with a nearly 80% jump in revenue year-on-year due to sales of its artificial intelligence-centered microchips. In a Feb. 26 earnings report for its 2025 fiscal year and fourth quarter ended Jan. 26, Nvidia
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After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions
Other types of foundational models like DeepSeek, using a relatively bootstrapped budget with comparatively little compute power, are already starting to pop up. Chinese AI company DeepSeek had a quick rise to fame in January upon the release of its latest model, DeepSeek-R1, temporarily
[25]
Nvidia sales surge in fourth quarter on demand for AI chips
AP - Nvidia reported a surge in fourth-quarter profit and sales as demand for its specialised Blackwell chips, which power artificial intelligence systems, continued to grow, sending the company's stock higher after hours. For the three months that ended January 26, the tech giant based in Santa
[26]
Jensen Huang: 'No Technology Has Ever Touched More Of The World's GDP Than AI' But Nvidia Shares Slip In After-Hours Trading - NVIDIA (NASDAQ:NVDA)
NVIDIA Corp NVDA CEO Jensen Huang said during the company's fourth-quarter earnings call that "No technology has ever had the opportunity to address a larger part of the world's GDP than AI." What Happened: This assertion, made as NVIDIA reported a staggering 78% year-over-year revenue increase to
[27]
Nvidia's AI Expansion: 5 Key Takeaways From Earnings | The Motley Fool
Nvidia (NVDA -8.48%) reported fourth-quarter fiscal 2025 earnings on February 26, 2025, delivering another record quarter amid surging artificial intelligence (AI) demand. The company posted Q4 revenue of $39.3 billion, up 78% year-over-year, and provided strong guidance for continued growth. The
[28]
Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
SINGAPORE/BEIJING (Reuters) - Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said. The surge in orders, which is being reported for the first time by Reuters,
[29]
Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
SINGAPORE/BEIJING, Feb 25 (Reuters) - Chinese companies are ramping up orders for Nvidia's (NVDA.O), opens new tab H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said. The surge in orders, which is being reported for
[30]
Jensen Huang's Nvidia Fuels 'AI Factory' Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD)
Nvidia Corp. NVDA has reported exceptional fourth-quarter earnings and the semiconductor giant led by Jensen Huang has more than doubled its data center revenue for the full year, posting record quarterly growth compared to its peers. What Happened: The chipmaker's data center revenue exploded in
[31]
Nvidia's Earnings Fueled AI Bulls but Still Gave the Bears More Ammo
Nvidia's outlook, too, impressed Wall Street, with first-quarter revenue for fiscal 2026 forecasted to hit roughly $43 billion. "We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter," Huang said. "AI
[32]
Nvidia CEO Attributed The DeepSeek Led Sell-Off To Misconception On 'Post Training' And 'Inference'. 'Obviously That Paradigm Is Wrong'. - NVIDIA (NASDAQ:NVDA)
Jensen Huang, CEO of Nvidia Corporation NVDA, addressed investor concerns regarding the necessity of massive AI infrastructure spending during a virtual event uploaded on Thursday. What Happened: Huang addressed the DeepSeek-led sell-off of the Nvidia shares and said, that investors misinterpreted
[33]
Nvidia CEO Huang says AI has to do '100 times more' computation now than when ChatGPT was released
Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during a news conference in Taipei, Taiwan, on Tuesday, June 4, 2024. Nvidia CEO Jensen Huang said next-generation AI will need 100 times more compute than older models as a result of new reasoning approaches that think "about
[34]
Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
Tencent, Alibaba and ByteDance have "significantly increased" orders of the H20 - a chip specific to China due to U.S. export controls - since the Chinese AI startup burst into the global public consciousness last month, two of the people said.Chinese companies are ramping up orders for Nvidia's
[35]
Chinese firms boost Nvidia H20 chip orders amid DeepSeek AI boom- Reuters By Investing.com
Investing.com-- Chinese tech giants are significantly increasing orders for Nvidia's H20 artificial intelligence chips, driven by soaring demand for DeepSeek's low-cost AI models, Reuters reported on Tuesday citing sources familiar with the matter. Tencent (HK:0700), Alibaba (HK:9988), and
[36]
Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market -- Tencent, Alibaba, ByteDance Fuel Demand Surge - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Chinese tech giants Tencent Holdings TCEHY, Alibaba Group Holdings Ltd BABA, and ByteDance have significantly increased orders for Nvidia Corporation's NVDA H20 AI chips, as the rise of DeepSeek's low-cost AI models drives a surge in demand for AI computing power. What Happened: The spike in H20
[37]
AI stocks battered heading into make-or-break Nvidia earnings
Feb 25 (Reuters) - Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's (NVDA.O), opens new tab quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations. Technology stocks globally sold off this week after a TD Cowen
[38]
AI stocks battered heading into make-or-break Nvidia earnings
(Reuters) - Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has
[39]
NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025
NVIDIA today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago. For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per
[40]
Europe's top AI plays extend slide, Microsoft data centre worries persist
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia. Less than a month ago the emergence of China's
[41]
Europe's top AI plays extend slide, Microsoft data centre worries persist
LONDON (Reuters) - Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia. Less than a month ago the
[42]
Europe's top AI plays extend slide, Microsoft data centre worries persist
LONDON, Feb 25 (Reuters) - Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia (NVDA.O), opens new
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Nvidia CEO Jensen Huang acknowledges DeepSeek's R1 AI model as an excellent innovation, emphasizing increased demand for AI computing power. Despite market concerns, Nvidia reports record earnings and remains confident in its position in the AI industry.
Nvidia CEO Acknowledges DeepSeek's R1 Model
In a recent earnings call, Nvidia CEO Jensen Huang publicly acknowledged the success of DeepSeek's R1 AI model, describing it as "an excellent innovation" that has "ignited global enthusiasm"
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. This marks Huang's first direct comment on the Chinese AI startup's breakthrough, which had previously caused a significant drop in Nvidia's market value.Impact on Nvidia's Market Position
Despite the initial market reaction to DeepSeek's success, which led to a $600 billion loss in Nvidia's market cap in a single day
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, Huang remains optimistic about Nvidia's future. He emphasized that the company's focus is on long-term demand for AI chips and computing power1
. Huang stated, "No technology has ever had the opportunity to address a larger part of the world's GDP than AI"1
.Increased Demand for AI Computing Power
Huang predicts that next-generation AI models, including reasoning-based AI like DeepSeek's R1, will require significantly more computational power. He estimates that these models may need up to 100 times more processing power than current systems
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. This increased demand is expected to drive further sales of Nvidia's high-performance chips.Nvidia's Financial Performance
Despite market concerns, Nvidia reported record-breaking financial results:
- Q4 revenue reached $39.33 billion, a 78% increase year-on-year
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- Data center revenue surged 93% to $35.6 billion
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- Annual revenue hit a record $130.5 billion
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- Net income for the quarter was $22 billion
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Challenges and Competition
While Nvidia maintains its dominant position in the AI chip market, it faces several challenges:
- US export controls have significantly impacted Nvidia's business in China, reducing revenue from the region by about half
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. - Emerging competition from companies like DeepSeek and Huawei poses potential threats to Nvidia's market share
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. - Concerns about achieving similar AI efficiency at lower costs have been raised, though Huang dismisses these as not reducing demand for Nvidia's chips
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Future Outlook
Nvidia remains confident in its future prospects:
- The company projects revenue of $43 billion for the current quarter, exceeding analyst expectations
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. - Huang emphasized the growing importance of AI data centers, stating, "Data centres will increasingly become AI factories, and every company will have them, either rented or self-operated"
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. - Nvidia's latest Blackwell processors are seeing "extraordinary" demand, with the company reporting $11 billion in chip sales for the quarter
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Industry Implications
The success of DeepSeek's R1 model and Nvidia's positive outlook suggest a continued acceleration in AI development and adoption across industries. As AI models become more sophisticated and require more computational power, the demand for advanced AI chips and infrastructure is likely to grow, potentially benefiting companies like Nvidia in the long term
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