After the U.S. stock market closed on Wednesday, Nvidia CEO Jensen Huang said in a fourth-quarter earnings conference call for fiscal year 2025 that the company is excited about the potential demand for AI reasoning, which is expected to far exceed the current large language model (LLM) and may require millions of times more computing power than the current one.
Jensen Huang said that what we are doing is not easy, but Nvidia has done a good job in improving supply capabilities. AI software will be part of all data centers, and the signs continue to improve in the short, medium and long term. He further confirmed that the supply chain problems of the Blackwell series chips have been completely resolved, and the supply problems have not hindered the next training and the development of subsequent products. In addition, Blackwell Ultra is scheduled to be released in the second half of 2025.
For DeepSeek, Huang Renxun said that reasoning models such as DeepSeek-R1 apply reasoning time extension, and reasoning models can consume 100 times more computing power, and future reasoning models can consume more computing power. Jensen Huang also said that DeepSeek-R1 has aroused global enthusiasm and is an outstanding innovation. But more importantly, it has open-sourced a world-class reasoning AI model. It is reported that DeepSeek-related .com and .top domain names have been registered.
Jensen Huang also pointed out that everyone is at the starting point of the new technological transformation, and all software and services will be related to AI.
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