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.
0
From the Full Interview
This answer is part of a full interview with Jensen Huang, Co-founder & CEO at NVIDIA.
Share this Answer
Found this insight valuable? Share it with your network to help others learn from Jensen Huang's experience.
Cite This Answer
Use this answer in your research, article, or academic work
Related Answers
Should the U.S. government restrict or ban Chinese AI models like Kimi?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
How would Chinese export controls on AI models affect the U.S. technology sector?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
Is there a security risk in American companies using Chinese open-source models?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
How do open-source models strengthen global cybersecurity defense?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
What role does open-source foundation modeling play alongside proprietary frontier computing platforms?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
How does NVIDIA software like CUDA and AI Enterprise create enduring commercial defensibility?
By Jensen Huang
AI
Approx. 18 Billion USD/mo
What will enterprise customer support look like in five years as artificial intelligence agents mature?
By Mo Gharbat
AI
Not Publicly Disclosed/mo