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🇺🇸🇨🇳 Nvidia CEO Jensen Huang: “These Chinese models are EXCELLENT. Open-source models that are excellent should be used. Whenever there's more use, you'll have to sell a lot more Nvidia computers, we'll have to build more data centers. We'll have more services.” Because opening up America to Chinese AI... show more

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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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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 ➡️

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 CEO Jensen Huang has told Sky's Gurpreet Narwan that he wants the US and Chinese governments to work out ways to 'share technology and share markets.' He also encouraged the UK to use its own data to train large language models. More tech news 🔗

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Earlier this week at GTC, we announced our partnership with Nvidia. We will work with Nvidia to build strong, American open-source models that are at the frontier of scientific reasoning. These models will be essential for the US to compete with China on science in the coming decades. Jensen is committing to spend tens of billions of dollars developing open-source models, and we are excited to be a partner with them in figuring out how to benchmark, train and use those agents to accelerate scientific research. We have already open-sourced some of the work we have done with them, and are looking forward to open-sourcing more. There are few things today that are more important. See our blog post below, and watch the video to learn more, narrated by the man himself.

Earlier this week at GTC, we announced our partnership with Nvidia. We will work with Nvidia to build strong, American open-source models that are at the frontier of scientific reasoning. These models will be essential for the US to compete with China on science in the coming decades. Jensen is committing to spend tens of billions of dollars developing open-source models, and we are excited to be a partner with them in figuring out how to benchmark, train and use those agents to accelerate scientific research. We have already open-sourced some of the work we have done with them, and are looking forward to open-sourcing more. There are few things today that are more important. See our blog post below, and watch the video to learn more, narrated by the man himself.

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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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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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Q: Should American companies be allowed to use Chinese AI models? Jensen Huang: Absolutely. There's a misconception that somehow there are backdoors, that they're somehow connected to China in some way. You download the models, you can fine-tune them, you can enhance them, you can guardrail them as you desire. Source: Axios

Q: Should American companies be allowed to use Chinese AI models? Jensen Huang: Absolutely. There's a misconception that somehow there are backdoors, that they're somehow connected to China in some way. You download the models, you can fine-tune them, you can enhance them, you can guardrail them as you desire. Source: Axios

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$NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable. If tokens are profitable then model builders have a reason to produce more of them which means more inference, more compute and more demand across networking, memory, CPUs, power and data centers. The near-term stock reaction is about expectations but long-term story is still that the AI factory buildout is running through Nvidia which is why I think it has a real path to becoming the world’s first $10T company.

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$WDC CEO says storage demand and requirement compound and grow whether AI runs on US frontier models or cheaper open-source ones. "Whether it's the traditional frontier models that you've seen in the U.S. that are premium-based, or some of the new open-source, more economical models, the underlying requirement is still that they're going to require a lot of data to support the training of these models." "These models are going to generate a lot more data that requires storage for us." "So we view it as very positive, because even as compute maybe drives greater efficiency in terms of compute and memory resources, the requirement for storage is just going to compound and grow." "So we view it very positively for demand going forward."

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