Jen-Hsun Huang boldly declares "Almost the entire world has got it wrong"; in the face of DeepSeek's threat, where does NVIDIA's confidence come from?

On March 18, Huida founder Huang Jenxun at the GTC 2025 developer conference held by Huida, although he did not explicitly name DeepSeek, his shout "almost the whole world is wrong" was undoubtedly interpreted as a response to the concerns caused by DeepSeek. (Summary: Huida's earnings revenue growth of 114% exceeded expectations, why is Huang Jenxun not afraid of the impact of DeepSeek? (Background supplement: NVIDIA GTC 2025 Summary: Huang Jenxun foresees the "AI Agent Revolution" entering the home consumer level, Blackwell Ultra or spawning a large number of one-person start-ups) The open-source inference model R1, launched by Chinese AI startup DeepSeek, threw a shock bomb on the entire AI technology field earlier this year, and DeepSeek R1, with its low-cost, high-performance characteristics, triggered the market to shape the AI led by large American technology companies The rethinking of development models and hardware requirements has had a strong impact on the US stock market. AI chip manufacturer Huida bore the brunt of the attack, and its stock price plummeted and evaporated nearly $600 billion on January 27, setting a bloodbath record in U.S. stocks, and triggering comments from US President Trump, saying that this sounded the alarm for AI companies in the United States. Huang Jenxun shouted almost "the whole world is wrong" In response to this incident, Huida founder Huang Jenxun at the GTC 2025 developer conference this week, although he did not explicitly name DeepSeek, his shouting "almost the whole world is wrong" was undoubtedly interpreted as a response to the concerns caused by DeepSeek. He made it clear that the computing power required for the AI world in the future will continue to grow significantly. The current development of AI agents and inference capabilities has made the computing power required by AI far exceed previous expectations, easily more than 100 times that of last year. Huang Jenxun conference focus At the conference, Huang Jenxun's speech almost from beginning to end revolves around AI Agent, about AI computing, and confidence in Huida, Huang Jenxun's main views include: Growing demand for computing: Huang emphasized that whether it is proxy AI or generative computing, the demand for computing is absolutely huge, from the current point of view, this demand has been a hundred times that of a year ago, and this trend will continue to expand: Huida's latest Blackwell Architecture performance continues to improve: Huang also introduced the improved architecture of Huida's Blackwell architecture, "Blackwell Ultra", which can support 288 GB direct connection without NV-LInk link, which is three times that of Blackwell architecture, which means that the scale of single-card scalable models in AI inference models has also been greatly improved, so Huida will continue to maintain its technical advantages in the industry. Huida is an AI platform company: In addition, Huang Jenxun emphasized that Huida is not only a chip manufacturer, but also an AI platform company, and the work done by Huida will serve the entire AI field, and the implication is not that DeepSeek is a threat. Huida rose nearly 2% Although Huida's stock price is still down 15% in the past 1 month, after the Fed's latest interest rate meeting brought slightly easing good news, Huida rose more than 3% this morning to close at $117.52, up 1.81% in a single day. Related reports China's crazy grab RTX5090 "8 cards can train DeepSeek R1" Taiwan tied single card gift package rose to NT$400,000 DeepSeek drives China's AI investment tide, Hong Kong's Hang Seng Technology index rushed to the highest in three years Forced by DeepSeek? OpenAI launches new inference model o3-mini for free! Altman admits for the first time that the closed-source strategy is wrong (Huang Jenxun domineeringly shouts "almost the whole world is wrong"), what is the confidence in the face of DeepSeek's threat to NVIDIA? This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".