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Nvidia CEO Jensen Huang is as bullish as ever about his society ’s future , repeatinghis sentimentsthatDeepSeekwon’t impact sale , he sound out during the latest lucre call on Wednesday .
Speculation thatDeepSeek ’s R1 modelrequired far few chips to prepare fueleda disk drop in Nvidia ’s blood line Leontyne Price last month .
But during the earnings call , Huang touted R1 as an “ excellent design , ” underline that it and other“reasoning ” modelsare keen news program for Nvidia since they need so much more compute .
“ logical thinking models can consume 100 times more compute , and future logical thinking example will consume much more compute , ” Huang said . “ DeepSeek R1 has ignited orbicular enthusiasm . It ’s an excellent institution , but even more importantly , it has undefended sourced a world - class abstract thought AI mannikin . Nearly every AI developer is apply R1 . ”
Nvidia ’s gross sales show no signs of slow up down . Nvidia report another record - go against quarter that saw its receipts extend to $ 39.3 billion — exceeding bothits own projectionsandWall Street estimates . And it suppose it expect revenue for the next quarter to be up again , to around $ 43 billion .
Nvidia ’s data center sales nearly doubled in 2024 to $ 115 billion and rose 16 % from the previous quarter , per the tech giant’searnings sack .
During the call , Huang gas Nvidia ’s a la mode Blackwell microchip as being custom - build up for reasoning and said that current requirement for it is “ extraordinary . ”
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“ We will develop powerfully in 2025 , ” Huang say .
Indeed , despite last calendar month ’s affright over DeepSeek , the grocery store for AI french-fried potatoes demonstrate no preindication of cooling off .
Since then , Meta , Google , andAmazonhave all uncover monolithic AI infrastructure investments , collectively trust C of zillion for the number years .
