Nvidia founder Jensen Huang kicked off the company’s artificial intelligence developer conference, on Tuesday by telling a crowd of thousands that AI is going through “an inflection point.”

CEO Jensen Huang discussed the impact of Chinese startup DeepSeek's new artificial intelligence model in a Wednesday interview with CNBC's Jim Cramer at Nvidia 's annual GTC conference. Huang asserted that the groundbreaking model will actually require more computation than many in the industry thought.

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

Chief Jensen Huang unveils Vera Rubin semiconductor and says appetite for ever-faster ones and software will continue to grow