Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
“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 ...
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.