CEO Jensen Huang discussed the impact of Chinese startup DeepSeek's new artificial intelligence model in a Wednesday interview with CNBC's Jim Cramer at Nvidia 's annual GTC conference. Huang asserted that the groundbreaking model will actually require more computation than many in the industry thought.

Of course, Nvidia GPUs are the industry standard in accelerating AI applications in the data center. So, any decrease in AI infrastructure spending would be bad news for the company. CEO Jensen Huang addressed those concerns this week during his keynote speech at GTC, an annual developer conference focused on AI.