Novas should begin to emerge throughout 2025. The emergence of Chinese AI shows that companies with a processed volume of processed less than big techs has the ability to develop something new based on technology already consolidated in the market, said Nvidia’s Enterprise division director for Latin America, Marcio Aguiar, in an interview with Infomoney.
“We will see other ‘Deepseeks’ being announced throughout the year,” said the executive, according to whom the explosion of the artificial intelligence model propagated in January this year did not have the impacts received by the market on the results of Nvidia ().
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Developed based on NVIDIA computers adapted to the Chinese market – the company is forbidden to embark its state -of -the -art products for global markets to the Asian country due to embargoes – Deepseek has shown to be able to achieve results similar to or higher than American Big Techs at a much inferior training cost.
The reason for this, explains Aguiar, is that neural models for artificial intelligence already available on the market have allowed Deepseek developers to find shortcuts in training their own model. “This cheeses the cost of processing time. It will be the trend, we already waited, ”he says. In addition to China, companies with similar proposals can emerge in markets like the United States.
Nvidia’s revenue in the quarter finished on January 31 was US $ 39.3 billion, with 78% growth in the annual comparison, with net income of US $ 28.7 billion. The result in the year was a revenue of $ 130.4 billion, an increase of 114% compared to 2023. A three -digit growth and expected also for this year, Aguiar.
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Part of the market fear is that Deepseek’s propagated discoveries could impact NVIDIA’s most advanced chip line sales, Blackwell. They are processors sold mostly to equip technology giants date centers such as Google (), Amazon () and meta ().
“This result of the fourth quarter already gives an idea of the growth we will have in the next quarters. We have a demand for requests from our partners and clients clients over the next six quarters, ”he says.
