Jensen Huang has it out for Chinese AI lab DeepSeek. Onstage during his GTC keynote, Huang claimed DeepSeek’s “reasoning” AI model, R1, uses significantly more computing than a typical non-reasoning model.
Huang was perhaps spurred to do so because of DeepSeek’s impact on Nvidia’s stock price in recent months. The release of DeepSeek’s R1 and other models, which are widely perceived to be more efficient than most, led investors to assume that Nvidia’s chips would face less demand in the future — particularly if more efficient AI models became the norm.
Nvidia’s CEO has made the case that more efficient AI will actually increase demand for GPUs.
