eWeek8h
DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China
Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...
Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global ...
DeepSeek Rushes to Launch new AI Model as China Goes All in
“If DeepSeek becomes the go-to AI model across Chinese state entities, Western regulators might see this as another reason to escalate restrictions on AI chips or software collaborations,” said ...
Nvidia's Q4 earnings key to gauging AI investment stability after DeepSeek panic
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
MoneyWeek18h
Nvidia earnings live: AI semiconductor giant announces results
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...