"You're all wrong!" Recently, the head of Nvidia was rarely "angry" and publicly responded to the market's "over-" reaction to the release of the R1 model by Chinese AI startup DeepSeek. In Huang Renxun's view, the emergence of DeepSeek R1 is not only not a threat to Nvidia's "rice bowl", but rather a major benefit to accelerating the development of AI, and is even more a "god assist" existence for Nvidia.
The incident started when DeepSeek released the R1 model in January this year. The market generally believes that the efficiency of R1 means that the future AI development will no longer require such a huge computing power resource, which directly led to a 16.9% drop in Nvidia's stock price in a single day, and its market value instantly evaporates. Tens of billions of dollars. The panic in the market can be seen.
However, in a recent major interview, Huang Renxun publicly expressed a completely opposite view from the market. He pointed out bluntly: "The market's reaction to R1 is 'Oh my God, AI is going to end', just like R1 fell from the sky, we no longer need to calculate it. But the facts are completely the opposite!" Huang Renxun believes that This view of the market completely underestimates the positive role of R1 on the AI market. The emergence of R1 will not only not weaken Nvidia's status, but will instead accelerate the popularization and development of AI, and ultimately benefit the entire AI ecosystem, including Nvidia.
Huang Renxun emphasized that the release of DeepSeek R1 just proves that AI models can become more efficient. The fact that "has everyone noticed that the efficiency of the model can be far beyond expectations", which will greatly promote the expansion and popularization of AI applications. . He believes that the emergence of R1 is an important milestone in the advancement of AI technology. It demonstrates the huge potential of AI models in terms of efficiency, which will inspire more enterprises and developers to participate in the field of AI and accelerate the commercialization of AI technology.
Although DeepSeek has made significant progress in pre-training, Huang Renxun also admitted that post-training is still a key link in the development of AI and is a computing-intensive process. “Reasoning is still a rather computational resource-consuming process,” Huang Renxun added. His words undoubtedly emphasize that although the efficiency of the model has been improved, the demand for computing power in AI development is still huge, especially in the stage of improving model reasoning and solving practical problems. The demand for high-performance computing resources will only be Becoming more and more vigorous.
This means that even with efficient models like DeepSeek R1, Nvidia's computing resources (such as GPUs) still have an irreplaceable position in the AI ecosystem, especially at the critical stage of improving model inference and problem-solving capabilities. Nvidia's High-performance computing platforms are still the cornerstone of AI development. Huang Renxun's statement is undoubtedly a "reassurance" for the market, and it also once again emphasizes Nvidia's core value and long-term development potential in the AI era.
