Jensen Huang, founder and CEO of Nvidia, said the market misunderstood it when it comes to deeper and potential technological advances in the business of the chipmaker.
Instead, Huang named the R1 Open -Source -Argumentation model from Deepseek as “incredibly exciting”, while he spoke to Alex Bouzari, CEO of Datadirect Networks, in a conversation with Alex Bouzari A recorded interview published on Thursday.
“I think the market reacted to R1, as in ‘Oh my god. Ai is ready, ”said Huang to Bouzari. “You know it has fallen from heaven. We no longer have to make a computer. It is exactly the opposite. It is (that) exactly the opposite. “
Huang said that the publication of R1 naturally is good for the AI market and that the introduction of AI will accelerate in contrast to this publication, which means that the market was no longer used for invoice resources -such as the NVIDIA products.
“It all draws attention to the fact that there is, okay, the possibility that the models are far more efficient than what we thought is possible,” said Huang. “And so it expands and accelerates the introduction of AI.”
He also pointed out that according to the advances Deepseek in AI models before training and resource-intensive.
“A reasoning is a fairly calculated part of it,” added Huang.
Nvidia refused to make further comments.
Huang’s comments come almost a month after Deepseek published the Open Source version of its R1 model, which in general shaken the AI market and disproportionately influenced Nvidia. The company’s share price rose by 16.9%on a market day when the Deepseeks publication.
According to the Yahoo Finance data, the Nvidia share closed on January 24th at $ 142.62 per share. The following Monday, January 27th, the stock fell quickly and closed $ 118.52 per share. This event 600 billion US dollars extinguished to Nvidia’s market capitalization in just three days.
The chip company’s share has almost completely recovered since then. On Friday, the share opened $ 140 per share, which means that the company has almost completely regained this value in about a month. Nvidia reports it Q4 income on February 26th This will probably address the market reaction more.
In the meantime, Deepseek announced on Thursday that it is planning that it is planning Open Source Five -Code -Repositories As part of an “Open Source Week” event next week.
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