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$NVDA CEO Jensen Huang on Kimi: The U.S. should not ban Chinese open-source models. The market misunderstood DeepSeek the first time, and it’s misunderstanding Kimi again. Great open models are good for the industry. More AI use means more demand for NVIDIA computers.

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$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.
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$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Kimi again.” He argues open Chinese models shouldn't be banned because cheaper open models accelerate AI adoption making “free AI” bullish for chips, data centers & Nvidia’s compute demand.

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🔥BREAKING: Nvidia CEO Jensen Huang pushes back against efforts to ban Chinese AI models in the US. In an interview with Axios, Huang said US firms should "ABSOLUTELY" be allowed to use Chinese models. "These Chinese models are excellent." "The market's misunderstood the impact of DeepSeek the first time. It's misunderstood the impact of Kimi again this time." "With great open AI models, it's great for the whole industry." "Great models lead to great use, which leads to great growth." Huang’s statement directly challenges Trump officials and US labs seeking to shut Chinese AI models out.
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the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's Peter Fenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference
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the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's Peter Fenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference

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“For the very first time, because of generative AI, computer technology is going to impact literally every single industry and every single country," - Nvidia CEO Jensen Huang, $NVDA
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We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24
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Nvidia CEO Jensen Huang: The world does not realize how deeply dependent we are in the AI industry on the brilliant students and the brilliant scientists of China. Fifty percent of the world’s AI researchers are from China. Source: TIME
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Yahoo Finance asked why Jensen Huang is “rooting for Chinese AI.” The question itself exposes the disease in Western media. The host instinctively treated Chinese technological progress as a geopolitical threat, while the analyst kept dragging the discussion back to basic reality: Better open models create more applications. More applications create more demand. More demand means more chips, more compute, and more data centers. Jensen is not “rooting for China.” He understands the market. NVIDIA sells the engine. It benefits when more people build cars—whether the model is American, Chinese, French, or open-source. The analyst also dismantled the lazy attempt to equate “Chinese open source” with cybersecurity backdoors. Open-source software can be inspected, tested, challenged, and repaired by anyone. Its code is exposed to scrutiny rather than hidden behind corporate walls. The analyst understood technology and business. The host understood only containment, suspicion, and Cold War reflexes. That contrast says everything about the American debate on Chinese AI: The people who understand the technology want competition. The people who understand only ideology want a blockade. Wall Street hears “Chinese open-source AI” and asks whether America is being betrayed. Engineers hear it and ask how much more compute the world will need. One side sees a market. The other sees an enemy.
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"Open source enhances safety and enhances security." In his conversation with Special Competitive Studies Project's Ylli Bajraktari, NVIDIA CEO Jensen Huang shares why open source is a national security asset — and how massive swarms of open source models are the defense against next-gen cyber threats.
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