Nvidia CEO is called fears about the effects of DeepSeek

(Bloomberg) – Nvidia Corp., which causes the flood of artificial intelligence, will increase the need for new types of AI models that provide more complex answers.

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CEO Jensen Huang, China Startup Deexeek’s R1 AI model caused by the R1 AI model, said that in the future, there will be fewer chips and strong servers needed for this program.

“The concept of R1 was completely wrong,” said Huang, San Jose, California’s GTC conference in San Jose said at a meeting with analysts and investors. “The calculation requirement is higher.”

NVIDIA shares increased by 2.4% in New York trade. They started 14% session this year.

The company promises to invest in the economic benefits of technology and trying to convince a wider area to invest in AI equipment. Nvidia, the world’s most valuable chipmaker after the dizzying growth in the last two years, faces investigating more investors in 2025. It is not to ensure that customers are spent on the EI infrastructure.

Deepselaek, when he released a model before this year, he said that he had prepared strong technology for less money. However, NVIDIA’s largest customers have been confirmed since then. And the analysis of Bloomberg intelligence was climbing that the expenses were climbed faster this week’s largest data center operators.

The analytical meeting was informed about the efforts of the HUGG’s customers to develop their components – the AI ​​speed was asked about plugs that could replace the information centers. Companies such as Alphabet Inc. Google, work with Broogcom Inc. to develop specific integrated schemes or Asics for this field. However, many Asics are compiled in Huang, but not always put on data centers.

He needs better chips to earn more income than the infrastructure of this great customers, it is not cheaper to save expenses.

“All of these companies are managed by a large peos that are really good in mathematics,” he said. “The effects are not only value. A different calculation.”

Rivals’ chips said NVIDIA hopper design did not match the previous generation. The existing Blackwell platform is 40 times more powerful.