Nvidia CEO Jensen Huang highlighted the capabilities of Chinese AI models, specifically mentioning DeepSeek, Kimi, and GLM, during a forum hosted by DBS Bank. Huang emphasized his support for open-source development, noting it as a primary driver for efficiency in the industry.
Regarding the future of computing, Huang predicted that quantum technology could reach mainstream adoption within the next 3 to 5 years. He stressed that software will be essential in optimizing the infrastructure required for these advancements.
Huang dismissed the idea that the global AI race has a definitive endpoint, stating that both the US and China will remain long-term participants in the sector. He also criticized market reactions to the emergence of models like Kimi and DeepSeek, suggesting that Wall Street has misunderstood their impact.
The Nvidia executive argued that the proliferation of affordable and open AI models will expand the user base for artificial intelligence. This growth is expected to drive increased demand for Nvidia's hardware, including chips and data center infrastructure.
