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In an interview with Yahoo Finance after the GTC Berlin conference, Jensen Huang responded to three major questions of concern to AI investors: debt financing risks of new cloud computing companies, GPU service life, and the inference gross margin data disclosed by DeepSeek. He stated that NVIDIA GPUs can have a service life of seven to eight years, far exceeding the four years generally recognized by the market, and that the company has already provided guarantees for the residual value of chip resale in some financing projects. He also introduced the DSX Pod solution that prefabricates AI factories in containers, saying it is expected to compress the deployment cycle of gigawatt-scale data centers from four to six months to three to four months or even shorter. Gavin Baker, citing DeepSeek data, said that the GPU inference monetization price of its open-source model reaches 38 US dollars per hour, far higher than market rental prices, while Jensen Huang emphasized that strong demand is the fundamental prerequisite for solving financing and supply problems.
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Jensen Huang responds to CoreWeave debt, GPU depreciation period, and DeepSeek inference gross marginDevelopments
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Oct 22
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Jensen Huang responds to CoreWeave debt, GPU depreciation period, and DeepSeek inference gross margin
In an interview with Yahoo Finance after the GTC Berlin conference, Jensen Huang responded to three major questions on AI investors' minds: the debt-financing risk of new cloud computing companies, GPU service life, and the inference gross margin data disclosed by DeepSeek. He said Nvidia GPUs can last seven to eight years, far longer than the four years commonly assumed by the market, and that the company has already provided guarantees for the residual value of chip resale in some financing projects; he also introduced the DSX Pod solution, which prefabricates AI factories in containers, and said it is expected to compress the deployment cycle for gigawatt-scale data centers from four to six months to three to four months or even less. Gavin Baker, citing DeepSeek data, said the monetized price of GPU inference for its open-source models reaches $38 per hour, far above market rental prices, while Jensen Huang stressed that strong demand is the fundamental prerequisite for solving financing and supply problems.