[KongchangAI]
Expired50% confidenceOpinionExact time

Jensen Huang believes the market has twice misunderstood the impact of Chinese open-source models—the first time with DeepSeek, and this time with Kimi.

1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
7/25/2026
First Seen

This claim has expired. It is kept for the record and no longer describes the current state.

Valid until: 10/23/2026(expired)

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