Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
By Eduardo Baptista, Julie Zhu and Fanny Potkin BEIJING/HONG KONG/SINGAPORE (Reuters) - DeepSeek is looking to press home its ...
Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...
Anthropic launches Claude 3.7 Sonnet AI with groundbreaking 'thinking time' controls, challenging OpenAI and DeepSeek while ...
The vaunted chipmaker is a bellwether for tech stocks and the generative AI industry. But uncertainty has crept into views of ...
DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
Nvidia stock was recently shook by news of a Chinese AI competitor. But will this really cause a material pullback in capex from hyperscalers like Microsoft, Alphabet and Amazon?
Surge in orders underlines Nvidia's dominance of the market and could help alleviate concerns that DeepSeek might cause a ...