Huang Renxun: US companies should use China’s AI models Kimi and DeepSeek for 3 reasons!


1. The idea that China has “backdoors” is completely baseless
Some people worry that China’s AI models contain backdoors that can quietly send your data back to China, and you accidentally end up becoming a spy.
But once you download an open-source model and fine-tune it yourself, it becomes closed-source—so who would steal your data?
2. China’s models are good for NVIDIA and good for all of humanity
The more people use AI → the more GPUs $NVDA need to be bought → more data centers will be built → more growth → stock prices will skyrocket!
3. Being afraid of losing might make you lose even faster!
Ordinary people like to say, it’s over—DeepSeek is going to surpass OpenAI and Anthropic! But that’s all misunderstanding. There’s no need to fear China winning certain local battles, because the entire AI “cake” will get bigger due to competition!
NVDA2.36%
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