He added, "But mostly we are excited to continue to execute on our research roadmap and believe more compute is more important now than ever before to succeed at our mission. The world is going to want to use a LOT of ai, and really be quite amazed by the next gen models coming."

He told CNBC: "My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is against the export controls that the U.S. has put in p