Nvidia’s Huang Says Kimi, DeepSeek Will Fuel Global AI Demand

Investors have debated whether cheaper, more efficient artificial intelligence models could curb spending on chips and data centers. Nvidia Chief Executive Jensen Huang argues the opposite: lower inference costs and stronger capabilities should broaden adoption among companies and consumers, allowing open-source models such as Kimi K3 and DeepSeek to expand alongside commercial AI services and drive demand for computing infrastructure.

Huang said in his latest remarks that Kimi and DeepSeek should not be viewed as threats to Nvidia, because more accessible AI will generate additional workloads and sustain global demand for computing resources. The report did not specify the date of his comments, disclose any new investment amount, or provide a numerical forecast for the expected increase in AI infrastructure demand.