Jensen Huang reaffirmed Nvidia’s starring position within the AI business throughout a keynote tackle at Nvidia’s annual GTC convention on Tuesday. By means of its new open-source software program, Huang confirmed how Nvidia can ramp up DeepSeek R1’s effectivity 30-fold. But, whereas he spoke, Nvidia’s inventory worth dropped greater than 3%—after the corporate introduced its GPU timelines.
Clad in his signature black leather-based, Nvidia CEO Jensen Huang took middle stage at Nvidia GTC on Tuesday, defending the chip maker’s dominance within the business and touting the affect it might have on DeepSeek.
The occasion drew greater than 25,000 folks to the SAP Middle’s Nationwide Hockey League area, and Huang opened the keynote by launching t-shirts into the group and coronating this yr’s GTC the “Tremendous Bowl of AI.”
“The one distinction is everyone wins at this Tremendous Bowl, everyone’s a winner,” he joked. And just like the Tremendous Bowl, there have been GTC watch events and packed crowds to get a glimpse of Huang on stage.
Along with his tackle, Huang sought to dispel any uneasiness round AI funding, and stated dialogue about decrease spending doesn’t concern Nvidia. In January, apprehension engulfed the chip maker after it misplaced $589 billion in market cap in a single day after Chinese language AI reasoning mannequin Deepseek R1 claimed to function at a fraction of the fee.
Whereas giant language fashions provide foundational data, reasoning fashions provide extra complicated, analytical responses. Utilizing the corporate’s new open supply software program Nvidia Dynamo, Huang stated the tech large’s Blackwell chips will have the ability to make DeepSeek R1 30 instances sooner. He then performed a video demonstrating for the group the way it may very well be executed.
“Dynamo can seize that profit and ship 30 instances extra efficiency in the identical variety of GPUs in the identical structure for reasoning fashions like DeepSeek,” stated Ian Buck, vp and normal supervisor of Nvidia’s hyperscale and HPC computing enterprise.
From there, Huang’s keynote coated the whole lot from the chip maker’s plans to roll out its latest chips— Blackwell Extremely later this yr, Vera Rubin in 2026, and Feynman in 2027.
“We’ve an annual rhythm of roadmaps that has been laid out for you,” Huang stated.
Whereas Nvidia’s introduced its strategic runway for years to return, that wasn’t sufficient to cease the inventory’s slide. The chip maker’s share worth tumbled 3.4% Tuesday.
This story was initially featured on Fortune.com
