Nvidia, DeepSeek and AI

Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.The surge in orders,
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.
DeepSeek’s AI Models Give Chinese Chipmakers an Edge Against Nvidia
DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a viable option.
Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spending
Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as investors doubt the hefty spending on the technology after low-cost AI models from China's DeepSeek rattled the industry.
Chinese firms boost Nvidia H20 chip orders amid DeepSeek AI boom- Reuters
The H20 remains the primary chip Nvidia (NASDAQ: NVDA) is allowed to sell in China following tightened regulations in late 2023. Analysts estimate Nvidia shipped around 1 million H20 units in 2024, generating over $12 billion in revenue, the report said.
Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.
Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
DeepSeek majorly impacted Nvidia last month: its market cap dropped by $600B in one day. The chip giant will respond on this week's investors' call."
Nvidia earnings are coming. Here's what to expect after the DeepSeek shock
Nvidia (NVDA) is expected to release its fiscal fourth quarter earnings results at the end of the trading day on Wednesday.
Chip stocks with the best momentum going into Nvidia earnings
The semiconductor market is positioned to have another "transformative year" in 2025, believes exchange-traded fund provider VanEck. Industry leaders such as Nvidia (NASDAQ:NVDA), Broadcom (AVGO), TSMC (TSM),

Nvidia, Wall Street and Futures

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