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Nvidia, DeepSeek

Hosted on MSN · 12h

Nvidia gets a boost from China’s DeepSeek ahead of earnings

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts

The world's second most valuable company has been the top beneficiary of an AI-driven spending spree by big technology companies over the past two years.

NBC News on MSN · 13h

Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential oversupply position" for Microsoft. Shares of Nvidia fell 4% on Friday.

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 ...

1d

Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

1don MSN

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.

Kamil Anwar on MSN38m

China’s Huawei to Double Ascend 910C AI Chip Yield, Amid NVIDIA Ban

Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper ...

1hon MSN

How DeepSeek's innovation may have signalled ‘growth’ for Nvidia in China

Chinese tech giants like Tencent, Alibaba, and ByteDance are heavily increasing orders for Nvidia's H20 AI chip due to rising ...

1d

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 accelerates launch of next-gen AI model amid China’s AI push

Chinese AI startup DeepSeek is fast-tracking the launch of its R2 model after the success of its earlier release, R1, which ...

22h

‘Don’t Make This Mistake,’ Says Investor About Nvidia Stock

All eyes are on Nvidia Corporation (NASDAQ:NVDA) as the AI chipmaker gets set to unveil its Q4 FY 2025 numbers on February 26 ...

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