NVIDIA CEO Jensen Huang is optimistic about the future of his company as before, repeat His emotions That DeepSeek He said in his latest earnings call Wednesday that it would not affect sales.
guess DeepSeek’s R1 model Need fewer chips to train fuel NVIDIA’s stock price fell last month.
But in the earnings call, Huang touted R1 as a “excellent innovation” and emphasized it and others “Inference” model This is good news for Nvidia because they require more calculations.
“The inference model can consume 100 times the computation, and the inference model in the future will consume more computation,” Huang said. “DeepSeek R1 has inspired global enthusiasm. It is an excellent innovation, but more importantly, it has opened sourced a world-class inference AI model. R1 is applied to almost every AI developer.”
Nvidia’s sales show no signs of slowing down. NVIDIA reported another record quarter with revenue reaching $39.3 billion, both surpassing Its own prediction and Wall Street estimates. It said revenue is expected to increase again in the next quarter, about $43 billion.
According to this technology giant Revenue release.
During the call, Huang touted NVIDIA’s latest Blackwell chips as customized for reasoning and said the current demand for it is “extraordinary”.
“We will grow in 2025,” Huang said.
Indeed, despite panic about DeepSeek last month, the AI chip market shows no sign of cooling.
since then, Yuan,,,,, Googleand Amazon All have announced large-scale investment in AI infrastructure, collectively known as hundreds of billions of dollars in the coming years.
