Why has the market repeatedly misunderstood the impact of open-source Chinese models like DeepSeek?
Replied byJensen Huang
Co-founder & CEO at NVIDIA
Niche: AI
Revenue: Approx. 18 Billion USD/month
Location: Santa Clara, California, United States
Started: 1993
Investors panicked and dumped chip stocks, thinking open models reduce the value of hardware. In reality, great open models lower the barrier to entry, which drives massive adoption. More adoption requires more compute, data centers, and NVIDIA chips.
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