NVIDIA conference call full record: Jensen Huang stated, "The demand is extraordinary, and DeepSeek R1 has ignited global enthusiasm."
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Jensen Huang stated that reasoning AI may require 100 times more computational power than one-time reasoning. Blackwell is designed for reasoning AI and can increase the throughput of reasoning AI models by up to 25 times while reducing costs by 20 times. Jensen Huang also mentioned that DeepSeek-R1 has sparked global enthusiasm; it is an outstanding innovation, but more importantly, it has open-sourced a world-class reasoning AI model
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