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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.
1:51

$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.
1:25

🔥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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Nvidia boss Jensen Huang hailed the quality of China’s AI models, calling DeepSeek's open source reasoning model a 'breakthrough.' Watch this week's AI weekly for more
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Nvidia boss Jensen Huang hailed the quality of China’s AI models, calling DeepSeek's open source reasoning model a 'breakthrough.' Watch this week's AI weekly for more

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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
0:28

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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“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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Open models. Open data. Open tools. Jensen Huang explains how building AI in the open is key to trust and global progress. Learn more about our open models →
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Open models. Open data. Open tools. Jensen Huang explains how building AI in the open is key to trust and global progress. Learn more about our open models →

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“AI has now reached a virtuous cycle,” Nvidia, $NVDA, CEO Jensen Huang has said. “The more you use it, because the AI is smart and we pay for it, the more profit is generated. The more profit generated, the more computes put on the grid.”
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“AI has now reached a virtuous cycle,” Nvidia, $NVDA, CEO Jensen Huang has said. “The more you use it, because the AI is smart and we pay for it, the more profit is generated. The more profit generated, the more computes put on the grid.”

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Open models are accelerating development and deployment across agentic AI, physical AI, and a growing range of industries. ✨ “We have billions of dollars of supercomputers in operation, so we can develop our open models,” said NVIDIA CEO Jensen Huang in a recent keynote. “That work is starting to attract attention across industries worldwide, as we build frontier AI models in many different domains.” This includes leading open models from NVIDIA, including: ⚙️ NVIDIA Nemotron for agentic AI ⚙️ NVIDIA Cosmos and GR00T for physical AI ⚙️ NVIDIA Alpamayo for autonomous vehicles ⚙️ NVIDIA Clara for biomedical AI Learn more about open source and AI ➡️
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Open models are accelerating development and deployment across agentic AI, physical AI, and a growing range of industries. ✨ “We have billions of dollars of supercomputers in operation, so we can develop our open models,” said NVIDIA CEO Jensen Huang in a recent keynote. “That work is starting to attract attention across industries worldwide, as we build frontier AI models in many different domains.” This includes leading open models from NVIDIA, including: ⚙️ NVIDIA Nemotron for agentic AI ⚙️ NVIDIA Cosmos and GR00T for physical AI ⚙️ NVIDIA Alpamayo for autonomous vehicles ⚙️ NVIDIA Clara for biomedical AI Learn more about open source and AI ➡️

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Nvidia $NVDA just posted this today “NVIDIA CEO Jensen Huang shares how digital twins and AI are transforming U.S. manufacturing from the ground up”
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Nvidia $NVDA just posted this today “NVIDIA CEO Jensen Huang shares how digital twins and AI are transforming U.S. manufacturing from the ground up”

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“When AI is open, it proliferates everywhere.” Jensen Huang explains why open models are fueling the AI revolution, activating innovation across industries, startups, researchers, students, and countries worldwide. Learn more about our open models →
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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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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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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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Different voices. Same answer: open models. NVIDIA Founder and CEO Jensen Huang sat down with the leaders from Mistral AI, BlackForestLabsAI - Unofficial, Cursor, LangChain, Perplexity, Reflection, Thinking Machines, Ai2, OpenEvidence, and AMP PBC to discuss the rapid rise of open frontier models. Get the top takeaways from the frontier of AI:
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Different voices. Same answer: open models. NVIDIA Founder and CEO Jensen Huang sat down with the leaders from Mistral AI, BlackForestLabsAI - Unofficial, Cursor, LangChain, Perplexity, Reflection, Thinking Machines, Ai2, OpenEvidence, and AMP PBC to discuss the rapid rise of open frontier models. Get the top takeaways from the frontier of AI:

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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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Jensen Huang open-sourced NVIDIA's flagship AI model, its weights, its data, AND how they created it. "We open sourced the models," Huang says. "We open sourced the weights." "We open sourced the data." "We open sourced how we created it." Four layers of openness in one model release. "Open source is fundamentally necessary for many industries to join the AI revolution." "NVIDIA has the scale and the motivation to build and continue to build these AI models for as long as we shall live." The chip seller benefits when every model is open. NVIDIA is the chip seller. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
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Jensen Huang open-sourced NVIDIA's flagship AI model, its weights, its data, AND how they created it. "We open sourced the models," Huang says. "We open sourced the weights." "We open sourced the data." "We open sourced how we created it." Four layers of openness in one model release. "Open source is fundamentally necessary for many industries to join the AI revolution." "NVIDIA has the scale and the motivation to build and continue to build these AI models for as long as we shall live." The chip seller benefits when every model is open. NVIDIA is the chip seller. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

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Nvidia CEO Jensen Huang debuts Alpamayo open AI models for self-driving cars, which he expects to start hitting the roads in the US in Q1 of this year. Get the full rundown from #CES2026 here:
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Nvidia CEO Jensen Huang debuts Alpamayo open AI models for self-driving cars, which he expects to start hitting the roads in the US in Q1 of this year. Get the full rundown from #CES2026 here:

TechCrunch

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Introducing NVIDIA Ising, the world’s first open AI models to accelerate the path to useful quantum computers. Researchers and enterprises can now use AI-powered workflows for scalable, high-performance quantum systems with quantum processor calibration capabilities and quantum error-correction decoding. Learn more:
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Introducing NVIDIA Ising, the world’s first open AI models to accelerate the path to useful quantum computers. Researchers and enterprises can now use AI-powered workflows for scalable, high-performance quantum systems with quantum processor calibration capabilities and quantum error-correction decoding. Learn more:

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Announced at #GoogleCloudNext: NVIDIA and @GoogleCloud are bringing #agenticAI on-prem with support for Google Gemini models—powered by NVIDIA Blackwell and Confidential Computing for top-tier performance and security. Hear more from our CEO Jensen Huang.
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Announced at #GoogleCloudNext: NVIDIA and @GoogleCloud are bringing #agenticAI on-prem with support for Google Gemini models—powered by NVIDIA Blackwell and Confidential Computing for top-tier performance and security. Hear more from our CEO Jensen Huang.

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Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.
0:48

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.

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