Nvidia CEO Jensen Huang highlighted the increasing compute demands of future AI models, despite the open-source release of Chinese AI DeepSeek's R1 model. Huang also praised DeepSeek's innovation. Nvidia is projecting record-breaking growth with expected first-quarter revenue of $43 billion.

CEO Jensen Huang is already looking beyond the hype. A.I.’s next phase will be “physical A.I.,” he said during Nvidia’s fourth-quarter earnings call yesterday (Feb. 26). Physical A.I. is a form of A.I.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.