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Jensen Huang, CEO of Nvidia, called GTC a super bowl in which there is no losers – then he was concerned about China’s Deepseek


  • Jensen Huang confirmed Nvidia’s leading role In the AI ​​industry during a keynote address at the annual GTC conference of Nvidia on Tuesday. Huang showed through his new open source software, such as Nvidia Can increase the efficiency of Deepseek R1 30 times. As he spoke, Nvidia’s share price fell by more than 3% – after the company announced its GPU time plans.

Jensen Huang, CEO of Nvidia, in his characteristic black leather, on Tuesday at the center of the NVIDIA GTC, focused on the dominance of the chip manufacturer in the industry and threw the effects on Deepseek.

The event pulled more than 25,000 people to the JUICE The Center and Huang National Hockey League Arena opened the keynote by starting T-shirts into the crowd and crossing this year’s GTC as a “Super Bowl of Ai”.

“The only difference is that everyone in this super bowl wins, everyone is a winner,” he joked. And like the Super Bowl there were GTC watch parties and fully packed crowds to take a look at Huang on the stage.

With his speech, Huang tried to dispel discomfort in relation to AI investment, and said the discussion about lower expenses does not affect Nvidia. In January, the chip manufacturer devoured 589 billion US dollars in market capitalization on a single day after the Chinese KI argumentation model Deepseek R1 in order to work at a fraction of the costs.

While large language models offer basic knowledge, argumentation models offer more complex analytical reactions. Huang with the new open source software Nvidia Dynamo of the company of the company will be able to make the Blackwell chips of the Tech giant giant to make Deepseek R1 30 -faster. Then he played a video that demonstrated for the crowd how it could be done.

“Dynamo can capture this benefit and deliver 30 times more power in the same number of GPUs in the same architecture for argumentation of models as deepseek,” said Ian Buck, Vice President and General Manager of the Hyperscale and HPC computer business from NVIDIA.

From there, Huang’s keynote covered everything from the plans of the chip manufacturer to expand his latest chips – Blackwell Ultra later this year, Vera Rubin in 2026 and Feynman in 2027.

“We have an annual rhythm of road maps that was created for them,” said Huang.

While Nvidia announced his strategic runway in the coming years, this was not enough to stop the film. The chip manufacturer’s share price fell by 3.4%on Tuesday.

This story was originally on Fortune.com