Nvidia, DeepSeek

DeepSeek AI 'using banned Nvidia H100' chips and Elon Musk says it's 'obvious'
He told CNBC: "My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is against the export controls that the U.S. has put in p
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
DeepSeek AI 'using banned Nvidia H100' chips despite ban: Scale AI CEO
Although it was initially thought that DeepSeek was using Nvidia’s lower-performing H800 chips, Wang confirmed that the startup is leveraging the banned H100 chips.
Chinese AI firm DeepSeek has 50,000 NVIDIA H100 AI GPUs says CEO, even with US restrictions
Chinese AI company DeepSeek says its DeepSeek R1 model is as good, or better than OpenAI's new o1 says CEO: powered by 50,000 NVIDIA H100 AI GPUs.
US probing if China’s DeepSeek got Nvidia chips through Singapore- Bloomberg
DeepSeek- which is backed by Chinese hedge fund High-Flyer- had said in July 2022 that it owned and operated a cluster of 10,000 A100 Nvidia chips, which are a less advanced version of Nvidia’s AI chips, developed specifically for China. The chips are also compliant with U.S. export restrictions.
Nvidia Stock Edges Up. Why the AI Chip Maker Is Suffering a DeepSeek Hangover.
Nvidia was rising early Friday as politicians and Big Tech firms comment on the effects of Chinese firm DeepSeek’s apparently low-cost AI.
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Is Nvidia In Trouble After This Huge AI Development?
Nvidia (NASDAQ:NVDA) stock rampaged across the market, rising over 900% over the last two years to hit a $3.5 trillion ...
Is DeepSeek lying? CEO of Scale AI Alexandr Wang says the Chinese startup is using 50,000 Nvidia H100 chips but workers can’t talk about it
Chinese AI startup DeepSeek's latest development has led to a rise in tension between the US and China over the development ...
Nvidia stock: China's DeepSeek AI model shocks the world. Should you sell?
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
Why Is DeepSeek Sinking Nvidia Stock?
According to a paper authored by the lab, the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and ...
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Huawei chip is the heart that powers DeepSeek AI, claims recent leak
An X post by AI analyst claimed that the new DeepSeek AI is being powered by Huawei’s Ascend 910C chip. Although the model ...
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 ...
Nvidia Stock Investors Just Got Bad News From DeepSeek, but Certain Wall Street Analysts See a Silver Lining
Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We ...