Nvidia Corp., known for its significant role in artificial intelligence development, emphasized that the evolution of AI models towards more complex solutions will heighten the demand for robust computing infrastructure. CEO Jensen Huang dismissed concerns stemming from Chinese startup DeepSeek's R1 AI model, which suggested that future software would require fewer chips and servers. Huang clarified during a conference that the computation requirements are actually increasing.

Nvidia is striving to encourage a wider range of industries to invest in AI technology by presenting its economic benefits. Despite facing increased investor scrutiny in 2025, the company remains confident that customers will continue investing in AI infrastructure. Previous worries were raised when DeepSeek claimed to offer high-tech solutions at lower costs, but Nvidia's major clients have affirmed their investment plans. Bloomberg Intelligence analysis indicates that leading data center operators are increasing their expenditures more rapidly than expected.

During an analyst meeting, Huang addressed the trend among customers to develop their own components, potentially replacing Nvidia's AI accelerators in data centers with custom chips like ASICs. He argued that these customers aim to enhance revenue generation through superior chip technology rather than simply cutting costs. Huang also highlighted Nvidia's superiority in chip design, citing advancements like the Hopper and the Blackwell platform, which offer significantly more power than their competitors.