Nvidia CEO Jensen Huang Says the DeepSeek Reaction Was Wrong. Here’s Why. - Barron's
1. NVDA CEO defends DeepSeek's compute-intensive AI model. He argues it will boost hardware demand. 2. Huang contends DeepSeek requires more computing; market misunderstanding caused initial drop. His view challenges common assumptions. 3. DeepSeek's open-source release spurred market volatility; NVDA shares fell 17% before recovery. Big Tech capex plans add confidence.