路透社星期二(2月25日)援引六名知情人士的消息报道,由于中国人工智能模型“深度求索”(DeepSeek)引发的需求大幅提升,中国企业购买英伟达(Nvidia)H20人工智能芯片的订单暴增。这一消息突显了英伟达的市场领先地位,也有助于消除DeepSe ...
全球AI龙头英伟达公司将于美国时间2月26日公布其最新一季的财报。近期,随着英伟达股价在DeepSeek的冲击后逐渐站稳,不少投资机构如摩根士丹利证券、瑞银证券和凯基投顾等纷纷加入战局,建议旗下客户对英伟达持乐观态度,并给予“买进”投资评等。
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global ...
DeepSeek majorly impacted Nvidia last month: its market cap dropped by $600B in one day. The chip giant will respond on this ...
Despite Chinese chipmakers like Huawei developing their own AI processors, NVIDIA's H20 continues to set the industry ...
Even as Chinese chipmakers like Huawei continue to develop their own AI processors, NVIDIA’s H20 remains the industry ...
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...
快科技2月19日消息,近日来,伴随着DeepSeek恐惧症解除, NVIDIA股价连续上涨,已收复90%跌幅。投资人开始相信,DeepSeek 带来的威胁是被放大了。 美银证券集团(BofA Securities)分析师Vivek ...
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
Surge in orders underlines Nvidia's dominance of the market and could help alleviate concerns that DeepSeek might cause a ...
Anthropic launches Claude 3.7 Sonnet AI with groundbreaking 'thinking time' controls, challenging OpenAI and DeepSeek while ...
Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on rising ...