Jensen Huang asserts that open-source models, including Chinese ones like DeepSeek and Kimi K3, are excellent and misunderstood by the market, fostering innovation across various domains like finance and life sciences. He believes these models will increase overall AI usage, directly leading to higher demand for NVIDIA computers and more datacenter construction. Huang also dismisses the misconception that open models will harm closed models, viewing the ecosystem as complementary.
The proliferation of open-source AI models, including those from China, is expected to increase overall AI usage, directly boosting demand for NVIDIA's compute hardware and datacenter infrastructure.