There is a very hot debate in Washington

and in Silicon Valley about whether to

regulate Chinese models, open-source

models. And um Jensen Huang weighed in

on this, the Nvidia CEO, of course. He

he talked with Axios. And I'm going to

play for you what he had to say. He

basically said the US has nothing to

fear from China's open-source AI models.

>> These China Chinese models are

excellent. Uh open open-source models

uh that are excellent should be used.

And so the market has misunderstood the

impact of DeepSeek the first time. It's

misunderstood the

Yeah, it's it's misunderstood the the

impact of Kimia 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, uh there will

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 will diffuse into more

industries. And so

starting point is great models lead to

great use, which leads to great growth.

>> So interesting that he's talking about

that cuz a couple things stand out to

me, Dan. One, um

it's good for Nvidia if there's more use

of [laughter]

of AI. Um

two, you know, Nvidia has stakes in a

lot of the companies that will be

competing with the open-source models

out there. Um so in that way it's not

necessarily in their financial interest.

And three, he doesn't even touch and

maybe he does elsewhere in the

interview, to be fair. Um he doesn't

even touch the Chinese security concerns

about these open models.

>> Yeah, I think one of the things to keep

in mind with these open open models is

they're they're open weights so that you

can you can make certain adjustments but

not, you know, fully kind of go in and

and kind of tool with it on your own.

You can customize it to a degree. What

What are the things that's

uh noteworthy about open-source software

is that so many people, because it's

open source,

usually are messing with it that they're

addressing cybersecurity issues on the

spot. So, you know, that's what makes

open source software so kind of secure.

It seems stupid because you're like,

well, everybody has access to it. Why

would it be safe? But it's because

everybody has access to it that it is.

They're all, you know, trying to ensure

that it's it's not, you know, something

that people can can break. Um when it

comes to what Jensen said uh on the, you

know, uh

deep seek versus Kimmy uh K3 is, you

know,

kind of what what they continue to say

is

if it becomes easier to run models, more

people will buy our our hardware because

they'll want to run more models.

>> Mhm.

>> 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

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's trying

to get back on sale in China. China's

saying maybe some companies will take

this. The US has, 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. Yeah, it's

crucial to his business, but also, you

know, could raise uh could be like

kicking a hornet's nest in Washington if

>> Yeah.