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.
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 ...
Nvidia's (NVDA) earnings will be a critical test for the AI trade following the stock’s sluggish start to the year. But even if the chip giant beats Wall Street’s lofty expectations, it doesn’t ...
Chip export controls were supposed to prevent China from rivaling U.S.-based gen AI. DeepSeek got around that, and tougher ...
That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...
Investors will be closely watching Nvidia earnings in the week ahead for hints about the state of the AI trade as the ...
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