Dan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely Right
Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, ...
China's DeepSeek chatbot reportedly gets much more done with fewer GPUs but Nvidia still thinks it's 'excellent' news
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs ...
DeepSeek research suggests Huawei's Ascend 910C delivers 60% of Nvidia H100 inference performance
Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.
China’s new AI star DeepSeek grew on more than a shoestring budget
The developer of the chatbot that shocked U.S. incumbents had access to Nvidia chips that its parent company providentially ...
Nvidia share price plummets as it loses more than $600B in valuation, the biggest single-day loss in history
Nvidia is facing the biggest single-day market value loss in history, according to a report by Forbes, as the release of an ...
TweakTown2d
DeepSeek misled the AI market, training costs range in the billions not millions
A research firm has estimated the expenditure needed to create DeepSeek's R1 model, which caused the market to drain $1 ...
Nvidia Plummeted Today -- Time to Buy the Artificial Intelligence (AI) Leader's Stock?
Nvidia (NASDAQ: NVDA) stock saw a dramatic sell-off in Monday's trading following developments that have raised questions ...
Datacenter Dynamics20h
US and Chinese cloud providers offer access to DeepSeek models
Regardless, the sudden popularity of DeepSeek's models has led to the likes of Microsoft, Google, Amazon Web Services (AWS), ...
WXXI7d
DeepSeek: Did a little known Chinese startup cause a 'Sputnik moment' for AI?
Did AI just have a "Sputnik moment"? That's what some investors, after the little known Chinese startup DeepSeek released a ...
The Droid Guy11d
Scale AI CEO Alexandr Wang Claims Chinese AI Lab DeepSeek Possesses 50,000 Banned NVIDIA H100 GPUs, Circumventing U.S. Export Controls
For instance, DeepSeek’s parent company, High-Flyer Quant, allegedly amassed tens of thousands of NVIDIA A100 GPUs before sanctions took effect, with estimates ranging from 10,000 to 50,000 units ...