Jensen Huang on China's Kimi models

    by Vojtech: Jensen Huang

    Jensen Huang says the market keeps misreading what Kimi is. He calls China's models excellent and says great open models should be used, no matter where they come from. That's even as Kimi reportedly replaces some OpenAI and Anthropic usage inside Microsoft. US labs want Chinese models shut out, but the guy selling chips to everyone says more great AI just means more use. Full Kimi K3 guide below.

    Transcript (en)

    Microsoft is using and testing Kimi. The information says Chinese models may even replace some of Microsoft's use of open AI and Thropic. So this Chinese competition is coming fast and furious. What should USAI companies do? These Chinese models are excellent. Open source models that are excellent should be used. And so the market's misunderstood the impact of DeepSeek the first time. It's misunderstood. Another Chinese model. Yeah, it's misunderstood the impact of Kimi 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, wherever it comes from, there will be more use. Whenever there's more use, you'll have to sell a lot more