黄仁勋在Axios采访中表示，市场误解了DeepSeek和Kimi的影响，高质量开源AI模型对全行业有利，会推动更多使用，从而带动Nvidia销售更多计算设备。他认为开源模型与闭源模型并非对立，使用闭源模型的用户会因AI普及而升级。他还指出知识蒸馏是智能的基础，AI从其他AI学习是好事，更智能的AI也更安全。
New interview of Jensen Huang: he just explained why Chinese open models are not "adversarial" to closed models and why DeepSeek/Kimi is good for the entire AI industry.
Axios questioned: "This Chinese competition is coming fast and furious. What should U.S. AI companies do?"
Jensen: "These Chinese models are excellent. The market misunderstood the impact of DeepSeek the first time, and it has misunderstood the impact of another Chinese model, Kimi, again this time.
First of all, great open AI models are good for the whole industry. When more high-quality AI becomes available, even if it is open-source and regardless of where it comes from, there will be more usage.
Whenever there is more usage, Nvidia will sell many more computers. We will have to build more data centres, offer more services, and the technology will spread into more industries.
That happened with DeepSeek, and it is going to happen with Kimi.
There is also a misunderstanding that open models could be adversarial to closed models. That is also incorrect.
The person most likely to upgrade to a great model from a company such as Anthropic or OpenAI is someone who already uses AI. They may want to use it more conveniently, access additional services from Anthropic or OpenAI, or use models that are simply much better, which I expect them to be.
Therefore, we should make sure that AI technology spreads into industries as quickly as possible and that as many people as possible begin using it. Open models, extremely inexpensive models, and easy ways to try AI are the best things we could have."
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From "Axios" YouTube channel, (full video link in comment)
Jensen Huang on "distillation" On his new interview with axios, he was asked this question "Should open source model companies be allowed to distill closed models" "Distillation—learning from AI, learning from other people, and learning from other sources of knowledge, is fundamental to intelligence. We are constantly learning from other people. I am learning from you through the questions you are asking, and you are learning from me. All day long, we are learning from one another. AI also has to learn from something. The original AI models, whether they were open or closed, were trained on previously created knowledge from the internet. Now, AI is generating more content than humans. In a few more years, the internet could be 99% AI-generated content, and that content will have been created by some form of AI. As a result, AI systems will constantly be distilling knowledge and intelligence from other AI systems. The fact that AI can learn is a good thing. We want AI systems to be intelligent because a smarter AI can also be a safer AI." ---- From "Axios" YouTube channel, (full video link in comment)在 X 查看被引用的帖子
来源：Rohan Paul · x.com