The CEO of Nvidia, Jensen Huang, is anticipated to demonstrate advanced AI and quantum computing chips on Tuesday, dismissing speculation about China’s DeepSeek impacting the market.

Huang's keynote speech at Nvidia’s yearly developer conference ought to fill up the SAP Center in San Jose, a city in Silicon Valley, which is also home to the NHL hockey team the Sharks.

Industry observers anticipate Huang will highlight Nvidia's upcoming Blackwell series of graphic processing units (GPUs), along with anticipated enhancements currently in development.

The surge in artificial intelligence sparked tremendous growth in Nvidia’s stock prices until a significant downturn earlier this year was caused by the unexpected success of DeepSeek.

The stock, among the highest traded on Wall Street, has dropped over nine percent this year, even though it recently recovered from a low point in March.

Based in China, DeepSeek has disrupted the field of generative artificial intelligence (GenAI) by introducing an affordable yet highly capable model that poses a challenge to the dominance of OpenAI and similar large-budget companies.

However, multiple nations have raised concerns about how DeepSeek manages its data, with the company stating that it is stored on "secured servers situated within the People's Republic of China."

High-performance Nvidia graphics cards are highly sought after by major technology companies constructing data centers for AI purposes. Some argue that an affordable alternative might undermine the market position of this prominent Silicon Valley semiconductor company.

Ben Van Roo, who cofounded and leads Yurts, a company focused on safeguarding confidential information while enabling accessibility for AI systems, thinks that the widespread adoption of DeepSeek is advantageous for Nvidia.

Van Roo stated to AFP that DeepSeek significantly sped up the urge to engage with these models.

You have further whet the world's appetite for generative AI regardless of its Chinese origin; I believe it turned out to be a positive day for Nvidia as well.

Blackwell Booming

Nvidia has increased the manufacturing of its premium Blackwell processors designed for AI operations, recording several billion dollars in sales during their initial quarter available on the market.

"Artificial intelligence is progressing at breakneck speed," which is paving the way for the subsequent generation of AI to transform major sectors, according to Huang’s address to financial analysts earlier this week.

Huang thinks that Nvidia’s processors and software ecosystems will keep driving or instructing AI for robotics, automobiles, and digital “agents,” which refers to artificial intelligence capable of making choices without human intervention.

The CEO is also likely to talk up a leap to quantum computing.

Following numerous misguided forecasts, quantum computing is now advancing swiftly, with practical applications and significant scientific discoveries anticipated within a few years rather than decades.

American technological corporations, emerging businesses, financial institutions, and drug manufacturers are heavily investing in this groundbreaking technology.

Graphics Processing Units (GPUs) manufactured by companies such as Nvidia are excellent for managing numerous computational tasks at once, rendering them particularly suitable for quantum computing applications.

The United States and China are at the forefront of advancing quantum technologies, while Washington has implemented export limitations on this tech.

Nvidia reported that it finished last year with record high revenue of $130.5 billion, driven by demand for its chips to power artificial intelligence in data centers.

Nvidia anticipates revenues of around $43 billion for the present fiscal quarter, exceeding predictions made by financial analysts.