HUANG: CHINESE AI MODELS, OPEN SOURCE ARE EXCELLENT

Huang made the comments during a Tuesday conversation with Axios' Mike Allen, stating that "these Chinese models are excellent" and "open-source models that are excellent should be used." He also noted that "free AI should be great for hardware," suggesting that the proliferation of accessible AI tools drives demand for computing infrastructure. The remarks come as Nvidia faces intensifying competition in the AI chip market, with both Chinese companies and open-source initiatives challenging its dominance. By endorsing these alternatives, Huang appears to signal confidence that hardware demand will remain robust regardless of which AI software gains traction. Nvidia's position benefits from a broad AI ecosystem. Increased adoption of AI—whether through proprietary, Chinese, or open-source models—generates demand for the GPUs that power model training and deployment.