Nvidia showcases AI chips as it shrugs off DeepSeek

Nvidia CEO Jensen Huang has touted artificial quality being built into real-world creations specified arsenic robots arsenic being among promising markets for the exertion powered by his company's chips. Photo: Patrick T. Fallon / AFP
Source: AFP

Nvidia main Jensen Huang is expected to showcase cutting-edge chips for artificial quality (AI) and quantum computing connected Tuesday, shrugging disconnected speech of China's DeepSeek disrupting the market.

Huang's keynote presumption astatine Nvidia's yearly developers league should battalion the SAP Center successful the Silicon Valley metropolis of San Jose, wherever the Sharks NHL hockey squad plays.

Industry watchers expect Huang to spotlight Nvidia's latest Blackwell enactment of graphics processing units (GPUs), including caller updates successful the works.

The AI roar propelled Nvidia banal prices to stratospheric levels until a steep sell-off aboriginal this twelvemonth triggered by the abrupt occurrence of DeepSeek.

The stock, 1 of the astir traded connected Wall Street, is down much than 9 percent this twelvemonth contempt a caller rebound from a March low.

China-based DeepSeek shook up the satellite of generative artificial quality (GenAI) with the debut of a low-cost but high-performance exemplary that challenges the hegemony of OpenAI and different big-spending behemoths.

But respective countries person questioned DeepSeek's handling of data, which the steadfast says is collected successful "secure servers located successful the People's Republic of China."

Nvidia high-end GPUs are successful blistery request by tech giants gathering information centers to powerfulness artificial intelligence, and immoderate accidental a low-cost enactment could weaken the Silicon Valley spot star's business.

Yurts co-founder and CEO Ben Van Roo, whose institution specializes successful keeping delicate information protected portion allowing entree by AI models, believes DeepSeek's popularity bodes good for Nvidia.

"DeepSeek drastically accelerated the tendency to devour these models," Van Roo told AFP.

"You've opened the world's appetite adjacent much (to generative AI) and autarkic of the information that it's Chinese, I deliberation it was a bully time for Nvidia."

Blackwell Booming

Nvidia has ramped up accumulation of its top-of-the-line Blackwell processors for powering AI, logging billions successful income successful its archetypal 4th connected the market.

"AI is advancing astatine airy speed" and is mounting the signifier "for the adjacent question of AI to revolutionize the largest industries," Huang told fiscal analysts recently.

Huang believes Nvidia chips and bundle platforms volition proceed to powerfulness oregon bid AI for robots, cars, and integer "agents," the word utilized for AI that can execute decisions alternatively of humans.

The CEO is besides apt to speech up a leap to quantum computing.

After respective dashed predictions, quantum computing is accelerating rapidly with existent usage cases and technological breakthroughs expected wrong years, not decades.

US tech giants, startups, banks, and pharmaceutical companies are pouring investments into this revolutionary technology.

GPUs similar those made by Nvidia are perfect for handling aggregate computing tasks simultaneously, making them good suited for quantum computing.

The US and China are racing up successful quantum development, with Washington imposing export restrictions connected the technology.

Nvidia reported that it finished past twelvemonth with grounds precocious gross of $130.5 billion, driven by request for its chips to powerfulness artificial quality successful information centers.

Nvidia projected gross of $43 cardinal successful the existent fiscal quarter, topping expert expectations.

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Source: AFP