China's open-source AI models are 'excellent' and 'should be used': Nvidia CEO Jensen Huang

Yahoo Finance · 2026-07-22

China's open-source AI models are 'excellent' and 'should be used': Nvidia CEO Jensen Huang Yahoo Finance Video Wed, July 22, 2026 at 12:26 PM EDT NVDA Nvidia ( NVDA ) CEO Jensen Huang defended open-source Chinese AI models, like DeepSeek. Yahoo Finance Technology Editor Dan Howley explains what happened. There is a very hot debate in Washington and in Silicon Valley about whether to regulate Chinese models, open source models. And um, Jensen Wang weighed in on this. These China Chinese models are excellent. Uh, open, open source models, uh, that are excellent should be used. And so the market's misunderstood the impact of Deep Seek the first time. It's misunderstood the Yeah, it's it's misunderstood that the impact of Kimi again this time. I think first of all, with great AI, open models, it's great for the whole industry. Obviously, when there's more, if there's great AI, even if it's open, uh wherever it comes from, there'll be more use. Whenever there's more use, you'll have to sell a lot more Nvidia computers, we'll have to build more data centers, we'll have more services. The technology would diffuse into more industries. And so, starting point is, great models lead to great use, which leads to great growth. When it comes to what Jensen said, uh on the, you know, uh Deep Seek versus Kimi, uh K3 is, you know, kind of what what they continue to say is, if if it becomes easier to run models, more people will buy our our hardware because they'll want to run more models. So that the thinking is, okay, we have more companies that can afford to run models or get access to models, they're going to need to power that somehow and they'll use our soft our hardware. The other flip side of that is that uh his his regular uh kind of uh approach is the more hardware you put behind a model, the better the responses are. So in other words, the the, you know, the the bigger the engine, the faster the car goes. Uh, that's what what he's regularly applying to these kind of AI models as well. So, you know, I don't I don't see this as as necessarily a negative for Nvidia. Um, but, you know, I think it it kind of leads to the question of how far into this argument can he go because of the geopolitical implications. You know, Nvidia is trying to get back on sale in China. China is saying, maybe some companies will take this. The US is, you know, banned certain chips, then kind of flipped on that. And so it's it's interesting to see him kind of go out and and talk about this kind of stuff. It's crucial to his business, but also, you know, could raise uh could be like kicking a hornet's nest.

AI 시장 분석

Nvidia CEO Jensen Huang praised China's open-source AI models, DeepSeek and Kimi, as excellent and driving industry-wide growth. This spread of high-performance open-source AI ultimately increases AI adoption, leading to higher demand for Nvidia's hardware and data centers. Investors should monitor whether AI infrastructure demand remains robust despite geopolitical risks and U.S. regulations.

상승 영향

AI — The spread of excellent Chinese open-source AI models will increase AI utilization across all industries, explosively driving demand for related hardware and data centers.
Semiconductors — As AI models become easier to run, sales of high-performance hardware and chips from companies like Nvidia to support them will continue to increase.

하락 영향

Semiconductors — If geopolitical conflicts and semiconductor export controls between the U.S. and China intensify, it could be a fatal blow to Nvidia's business in China.

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