Nvidia CEO Jensen Huang expressed confidence during a recent earnings call, asserting that concerns about DeepSeek's R1 model affecting sales are unfounded. He highlighted that reasoning models like R1 require significantly more computing power, which bodes well for Nvidia's growth. The company reported a record revenue of $39.3 billion, forecasting even higher earnings in the upcoming quarter. Huang noted strong demand for Nvidia's Blackwell chip and observed substantial AI infrastructure investments from major tech players like Meta, Google, and Amazon, indicating a robust future for the AI chip market.
"Reasoning models can consume 100 times more compute, and future reasoning models will consume much more compute. DeepSeek R1 has ignited global enthusiasm."
"Nvidia's latest Blackwell chip is custom-built for reasoning and current demand for it is extraordinary. We will grow strongly in 2025."
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