The emergence of China-based AI app DeepSeek sent shares plummeting on Monday for many U.S. tech giants, including chipmaker Nvidia and AI-backer Microsoft.
Nvidia CEO Jensen Huang addressed investor concerns after a $600 billion market value drop, clarifying that the market ...
HONG KONG/SHENZHEN, China--Psst! Where can a Chinese buyer purchase top-end Nvidia AI chips in the wake of U.S. sanctions? Visiting the famed Huaqiangbei electronics area in the southern Chinese ...
The rise of DeepSeek's artificial intelligence (AI) models is seen providing some Chinese chipmakers such as Huawei a better ...
DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a ...
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Investor's Business Daily on MSNNvidia Stock Pauses Despite Debut Of Blackwell. What The King Of AI Chips Needs Now.Nvidia was flying high until DeepSeek and custom AI chips shot new threats in its path. Investors hope its upcoming earnings ...
That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...
Chip export controls were supposed to prevent China from rivaling U.S.-based gen AI. DeepSeek got around that, and tougher ...
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
Investors will be closely watching Nvidia earnings in the week ahead for hints about the state of the AI trade as the ...
Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...
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