Nvidia founder and CEO Jensen Huang’s speech at GTC 2025 lasted more than two and a half hours, so he had plenty of time to comment on the current state of affairs in the industry. The company’s head is convinced that the company is perfectly prepared for the changing priorities in the field of artificial intelligence.
Image source: NVIDIA
Above all, Huang took pains to dissuade investors from thinking that new players like DeepSeek could reduce demand for AI infrastructure components, since language models that are quite effective could be created with significantly lower training costs. “Almost the entire world got it wrong,” the Nvidia CEO said of the market’s reaction to DeepSeek’s breakthrough.
«”The amount of computing power required to run agent AI with reasoning is at least 100 times more than we expected a year ago,” said Jensen Huang. According to him, at this stage of AI development, the company has two priorities: to ensure that they work with the maximum number of user requests and to provide answers as quickly as possible. According to the head of Nvidia, only products of this brand are capable of simultaneously solving both problems. “If you take too long to answer a question, the client simply will not return to the system. This is exactly what happens in the field of online information search,” Huang assured.