Nvidia CEO Jensen Huang called GTC a Super Bowl where there are no losers — then he tackled concerns about China’s DeepSeek

• Jensen Huang Returns the paper to Nvidia’s star In AI industry in a keynote talk at the annual GTC conference in NVIDIA on Tuesday. By new soft-software software, Huang shows how NVIDIA Can ramp the effectiveness of Dereseek R1 of 30-fold. However, as he speaks, NVIDIA stock price has fallen more than 3% – after the company announced the GPU timelines.

Wings to his signed black skin, Nvidia CEO Jenten Huang took the NVIVIA GTC stage on Tuesday industry and defending its effect on Derekek.

Event is worth more than 25,000 people in juice The National Hockey League League, and Huang opens the keynote by launching people and coneonating this year “Super Bowl in AI.”

“The only difference is everything that wins this super bowl, everyone is a winner,” she joked. And like Super Bowl, there are GTC parties watching parties and wrapped herds to see Huang on stage.

With his talk, Huang looked for any anxiety around the AI ​​investment, and said a discussion about the shorter spending was not concerned with Nvidia. In January, fear prompts the chip making after lost $ 589 billion in the market cap a day Ai arguing Modeling Rebeek R1 claims to work on a cost-effect.

While many language models offer knowledge of the establishment, the rational model offers more complex, analytical answers. Using new open software in Company Nvidia Dynia, Huang that Tech Giant’s Blackwell Chips can fix Relesek R1 30 times faster. He then played a video showing for the crowd how it can be.

“Dynamo can get this benefit and deliver 30 times more than the same GPUs to the same rational models and the Hpeder business in Nivia.

From there, Huang’s keynote looked at all from Chip Creator Plans – Blackwell Ultra in late 2026, and Feynman in 2027.

“We have an annual rhythm of roadways set up for you,” Huang said.

As Nvidia announced the strategic path in the coming years, it was not enough to stop the stock slide. Ship price on chip tumbled hangs at 3.4% Tuesday.

This story originally shown Fortune.com

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