According to him, this is due to the new “reasoning” methods, and the models allow the best answer to think.
Huang said that systems such as Deepseek R1, Openai GPT-4 and XII Gok 3 have already used this approach and that the calculation needs are much higher than the previous generations.
Although NVIDIA’s record revenue was $ 39.3 billion (+78% per year), the company’s shares have decreased by 17% due to fears that may be more effective in lower costs.
However, Juang is sure that reality is contrary: popularization of more complex models will require even more chips.
He also admitted that Nvidia in China has doubled due to export restrictions. However, the company continues to dominate AI and the new GB200 accelerator can produce 60 times faster than the existing chips for the Chinese market.
Source: Ferra
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