Jensen Huang: Cheaper, More Open AI Models Will Stimulate Chip Demand, Market Misunderstands Kimi Again

According to Guru Club, on July 22, Nvidia CEO Jensen Huang said cheaper and more open AI models will stimulate demand for chips and data centers, countering what he views as market misunderstandings of recent developments including Moon Modelslab's open-source Kimi K3—similar to reactions after DeepSeek's 2025 launch.

Huang argued that open-source models enhance security by enabling global researchers to identify and fix vulnerabilities, whereas concentrating all users on a single proprietary model creates a single point of failure and attack target.