Nvidia CEO Jensen Huang shrugs off DeepSeek as sales soar
3 min read Nvidia CEO Jensen Huang remains confident about the company’s growth, downplaying concerns over DeepSeek’s R1 model during Nvidia’s latest earnings call. Despite speculation that R1 requires fewer chips for training, Huang sees reasoning AI models as a long-term boost for Nvidia’s business. February 27, 2025 16:11
Key Highlights
✅ Record Revenue – Nvidia reported $39.3B in Q1 revenue, exceeding projections.
✅ Explosive Data Center Growth – Sales nearly doubled in 2024, reaching $115B.
✅ DeepSeek R1 Impact? – Huang calls R1 an “excellent innovation” that will drive AI adoption.
✅ Blackwell Demand Soars – Nvidia’s new AI chip is seeing “extraordinary” demand.
Why It Matters
🚀 AI Compute Demand Rising – Huang claims reasoning models require 100x more compute, strengthening Nvidia’s position.
📈 Stock Rebound? – Despite last month’s stock dip, Nvidia’s outlook remains strong.
🤖 Competitive Landscape – Nvidia still dominates AI hardware, but challengers like DeepSeek are emerging.
Reactions So Far
🔹 Positive Outlook
✅ Nvidia’s AI dominance continues as demand for compute skyrockets.
✅ Blackwell chips are expected to further solidify Nvidia’s market position.
🔸 Challenges Ahead
❌ Stock volatility remains a concern amid competition from new AI chipmakers.
❌ Can Nvidia maintain its edge as open-source AI models become more efficient?
With Nvidia’s sales breaking records and its AI chip demand at an all-time high, the company remains at the center of the AI boom. The question is: Can any competitor truly challenge its dominance?
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