Part 4/8:
Interestingly, Huang had an unexpected viewpoint about Deep Seek, describing it as "an excellent advancement" in AI. This perspective is crucial; despite the stiff competition, many in the industry recognize that cheaper AI models can lead to increased demand. Thought leaders argue that while Deep Seek's advancements might give it an edge, they do not fundamentally shift the position of U.S. tech giants like Nvidia and Microsoft in the burgeoning AI revolution.