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 flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market— Tencent, Alibaba, ByteDance Fuel Demand Surge
Chinese tech giants Tencent, Alibaba, and ByteDance have ramped up orders for Nvidia's H20 AI chips, driven by the rising adoption of DeepSeek's cost-efficient AI models, reinforcing Nvidia's dominance in China despite U.
The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
“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 ...
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...
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