DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.
Nvidia was flying high until DeepSeek and custom AI chips shot new threats in its path. Investors hope its upcoming earnings ...
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 ...
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 ...
China’s major tech companies are uniquely positioned to capitalize on the shift to real-world applications for AI.
While Nvidia earnings will be a critical test for the AI trade, even a beat may not be enough to restore the chip giant's ...
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...
Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...