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NVIDIA gets a boost from China's DeepSeek

Hosted on MSN · 16h

Nvidia gets a boost from China’s DeepSeek ahead of earnings

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.

DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say

Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.

Nvidia, U.S. stock market

Forbes on MSN · 20m

Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect

Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, worse than the S&P 500’s 7% return.

The Washington Post · 1d

Why Nvidia's earnings are important to the entire U.S. stock market

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants continue to spend heavily on the company’s chips and data centers needed to train

MarketWatch on MSN · 1h

Value investor Bill Nygren explains why Nvidia isn’t the best AI stock to own now

Legendary value-stock investor Bill Nygren, co-manager of the Oakmark Fund OAKMX, says that the S&P 500 “looks more like a growth fund today than it ever has” — but he adds that the benchmark U.S. stock index isn’t overpriced.

DeepSeek rushes to launch new AI model

DeepSeek rushes to launch new AI model as China goes all in

The Chinese startup is accelerating the launch of the successor to its cut-price AI reasoning model that outperformed many Western competitors.

CNN on MSN · 11h

China shook up AI with DeepSeek. Now it’s doing the same with medicine

China’s DeepSeek shocked the world by delivering unexpected innovation at an unbelievable price in January. But this disruptive trend isn’t confined to Big Tech: It has been quietly happening in the pharmaceutical sector.

DeepSeek is rushing to get its next-gen R2 model out sooner than expected

A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.

6m

We finally know the secret sauce behind DeepSeek’s AI breakthroughs that shocked the world

DeepSeek is rushing to release a big AI upgrade, with the R2 model set to be released in May: Here's why the AI firm might be ...

Kamil Anwar on MSN3h

China’s Huawei to Double Ascend 910C AI Chip Yield, Amid NVIDIA Ban

Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper ...

Nvidia: The AI Chip Titan at a Crossroads

Nvidia's results may signal a turning point for AI stocks amid cautious data center spending. Despite recent declines, Nvidia ...

22h

Nvidia Stock Down As View Could Hinge On Tariffs And DeepSeek

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...

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