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AI, NVIDIA and DeepSeek

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

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.The surge in orders,

Investing · 40m

Chinese firms boost Nvidia H20 chip orders amid DeepSeek AI boom- Reuters

The H20 remains the primary chip Nvidia (NASDAQ: NVDA) is allowed to sell in China following tightened regulations in late 2023. Analysts estimate Nvidia shipped around 1 million H20 units in 2024, generating over $12 billion in revenue, the report said.

U.S. News & World Report · 14h

Nvidia's Chip Demand Faces Scrutiny as DeepSeek Stirs Doubts on AI Spending

Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry.

Reuters · 2h

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

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.

Nvidia, DeepSeek and quarter earnings

Business Insider on MSN · 5h

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact

Nvidia finally has a chance to tell investors why their violent reaction to DeepSeek was a mistake.The chip giant's Wednesday earnings are the first since DeepSeek's AI sparked market panic.Key areas to watch are data center revenue,

Reuters · 15h

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.

Quartz on MSN · 16h

Nvidia earnings are coming. Here's what to expect after the DeepSeek shock

Nvidia (NVDA) is expected to release its fiscal fourth quarter earnings results at the end of the trading day on Wednesday.

10h

Nvidia CEO Jensen Huang Addresses DeepSeek Stock Sell-Off and AI Market Concerns

Built on less potent CPUs and with less expenditure than rival Western models, the finding raised questions about the need ...

2 Reasons to Buy Nvidia Stock in the Wake of DeepSeek

However, since the DeepSeek news surfaced in January, some of Nvidia's top customers have reported earnings results and ...

34m

Anthropic’s Claude 3.7 Sonnet takes aim at OpenAI and DeepSeek in AI’s next big battle

Anthropic launches Claude 3.7 Sonnet AI with groundbreaking 'thinking time' controls, challenging OpenAI and DeepSeek while reshaping enterprise AI with unified reasoning capabilities and new coding ...

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.

10h

Nvidia: A Rare Buying Opportunity Is Here

Nvidia's stock decline due to DeepSeek's model release is an overreaction; Nvidia remains a strong BUY with significant long-term growth potential in AI.