Nvidia Ceo Huang Says Ai Has to Do ‘100 Times More’ Computation Now

Nvidia Ceo Jensen Huang Said Next-Generation Ai Will Need 100 Times More Compute Than Older Models as a Result of New Reasoning Approaches that Think “About How Best To Answer

“The Amount of Computation Necessary to Do that Reasoning Process is 100 Times more than what we use to do,” Huang told cnbc’s jon fortt in an interview on Wednesday Folling the Chipmaker’s love Fourth -Quarter Earnings Report,

He cited models including Deepsek’s R1, Openai’s GPT-4 and Xai’s Grok 3 as Modeels that Use A Reasoning Process.

Nvidia reported results that topped analysts’ Estimates Across the Board, With Revenue Jumping 78% from a year earlier to $ 39.33 billion. Data Center Revenue, Which Includes Nvidia’s Market-Lading Graphics Processing Units, OR GPUS, For Artificial Intelligence Workloads, Soared 93% to $ 35.6 Billion, NOW ACCOTING For 90% of Total Revenue.

The company’s stock still hasn’t recovered after Losing 17% of its value on Jan. 27, Its Worst Drop Since 2020. That Drop Came Due to Concerns Sparked by Chinese Ai Lab Deepsek that Companies could potentially got greater performance in ai on fare lower infrastructure.

Huang pushed back on that idea in the interview on wedding, Saying Deepsek Popularized Reasoning Models that will need more chips.

“Deepsek was fantastic,” Huang said. “It was fantastic trust it open sourced a reasoning model that’s absolutely world class.”

Nvidia has been restricted from doing business in china due to expenses that that was increased at the end of the biden administration.

Huang said that company’s percentage of revealed in china has fallen by about half due to the expenses restrictions, adding that there are other competitive pressure in the country, inc Luawei.

Developers will likely search for ways Around Export Controls Through Software, Whether it be for a Supercomputer, A Personal Computer, A Phone or A Game Console, Huang SAID.

“Ultimately, software finds a way,” He said. “You Ultimately Make That Software Work on Whatever System That You’re Targeting, and You Create Great Software.”

Huang said that Nvidia’s GB200, Which is Sold in the United States, Can Generate AI Content 60 Times Faster Than the Versions of the Company’s Chips That It Sells to China Under Export Controls.

Nvidia counts on billions of dollars of infrastructure spend annual from the largest tech companies in the world for an outsized Amount of its review. The company has been done the biggest beneficiary of the ai boom, with revionue more than doubling in five queens in five quarters through mid-2024 Before Growth Dealeted Slightly.

Watch: Susquehanna’s Chris Rolland on Nvidia Q4 Results