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Trump and Nvidia CEO Discuss DeepSeek and AI Chip Export Restrictions

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U.S. President Donald Trump and Nvidia CEO Jensen Huang held a meeting at the White House on Friday to discuss the rise of China’s DeepSeek and potential restrictions on AI chip exports. The discussions centered around the growing competition from DeepSeek, a Chinese AI company that recently launched an advanced model, which is seen as a challenge to U.S. technological dominance. DeepSeek’s performance has raised alarms, prompting concerns about China’s progress in AI, with the company’s app becoming a global sensation within days of its launch. The meeting also covered tightening restrictions on Nvidia’s AI chip exports, particularly its H20 model, to China. U.S. lawmakers have called for further scrutiny of AI chip sales to China, and the Commerce Department is investigating whether DeepSeek has used restricted U.S. chips.

Nvidia CEO Teases Future Plans for Desktop Chip Developed with MediaTek

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At CES 2025, Nvidia CEO Jensen Huang revealed that the company has plans for a new desktop central processor (CPU) co-designed with MediaTek. The CPU was unveiled as part of Nvidia’s “Project DIGITS” desktop, which features Nvidia’s latest “Blackwell” AI chip and is priced at $3,000. While the desktop is currently targeting AI developers and is not yet a mass-market product, the collaboration with MediaTek aims to bring an energy-efficient CPU to a broader market.

Huang emphasized that MediaTek would be able to sell the CPU to other markets, and Nvidia’s collaboration is mutually beneficial. “They could provide that to us, and they could keep that for themselves and serve the market. It was a great win-win,” Huang explained. The CPU is designed to challenge the dominance of Intel, Advanced Micro Devices (AMD), and Qualcomm in the consumer and business computer markets.

Nvidia is currently targeting AI developers with Project DIGITS, which runs a Linux-based operating system designed for AI workloads. Huang also hinted at future plans for the desktop CPU but did not disclose specifics. However, he mentioned Nvidia’s strategy to bridge the gap between the Linux OS commonly used by AI developers and Windows, the widely used consumer OS, through the Windows Subsystem for Linux.

“We’re going to make that a mainstream product,” Huang said, noting that Nvidia would support it with professional-grade software, and PC manufacturers would bring the product to end users.

Quantum Computing Stocks Drop After Nvidia CEO’s Dismal Outlook

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Quantum computing stocks experienced a significant decline on Wednesday, halting a year-long rally, after Nvidia CEO Jensen Huang predicted that practical quantum computers are still two decades away. This stark timeline casts doubt on the future of the sector, which had seen optimism due to early-stage breakthroughs but is still far from achieving widespread commercial success.

Huang suggested that while the technology shows potential, “very useful quantum computers” are likely 15 to 30 years away, with 20 years being the most plausible estimate. This forecast contrasts with the rapid growth of the quantum computing industry in recent years, driven by high-profile developments like Google’s December breakthrough in the field.

Stocks of companies like Rigetti Computing, D-Wave Quantum, Quantum Computing, and IonQ plunged by more than 40%, collectively losing over $8 billion in market value. The decline reflects the industry’s current struggle with niche applications and the massive investment needed for future progress. Despite the steep drop, Ivana Delevska, chief investment officer of Spear Invest, which holds shares in Rigetti and IonQ, stated that the 15 to 20-year timeline seems realistic, mirroring the trajectory Nvidia followed in developing accelerated computing.

Despite the long road ahead, quantum computing remains a key area for national security, with governments counting on its potential for military applications, particularly in decryption technology. However, the current revenues of these companies are minimal, with IonQ, valued at over $10 billion, projecting $41.6 million in revenue for fiscal 2024, and Rigetti, valued at $4.4 billion, expected to generate just $11 million in the same period.

Analysts, like Richard Shannon from Craig-Hallum, suggest that while these companies are far from profitable, their future revenue growth, particularly from government contracts, is crucial to their long-term potential. Shannon also noted that while quantum computing may disrupt traditional computing, it could ultimately benefit Nvidia, a major player in the accelerated computing space.