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北京时间2月27日，英伟达公布2025财年第四财季及全年财报：第四财季营收为393.31亿美元，同比增长78%，环比增长12%；净利润为220.91亿美元，同比增长80%，环比增长14%。
此前，1月20日，中国AI初创公司深度求索（DeepSeek）的推出高性价比且高性能的开源大模型DeepSeek-R1，随后在国际市场上引发轰动，导致英伟达市值在从1月24日起的短短三天内蒸发6000亿美元。
黄仁勋表示，随着未来的AI模型越来越强大，所需的算力也越来越多：“下一代模型可能会强大数千倍，甚至有望出现极其深思熟虑的、基于模拟和基于搜索的模型，其所需的计算能力可能会比当下高出成百上千倍、甚至数百万倍，这有可能成为未来。”
在财报后电话会上的最后总结中，黄仁勋称DeepSeek-R1“点燃了全球的热情”，推理模型将推动芯片业务发展：“推理模型会消耗100倍的算力，而未来的推理模型会消耗更多的算力。Deepseek-R1点燃了全球的热情，这是一个极好的创新。更重要的是，它开源了一个*的推理AI模型，几乎每一个AI开发者都在应用R1。”
