The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

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

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

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

DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...

Nvidia stock was recently shook by news of a Chinese AI competitor. But will this really cause a material pullback in capex from hyperscalers like Microsoft, Alphabet and Amazon?

Chinese tech giants like Tencent, Alibaba, and ByteDance are heavily increasing orders for Nvidia's H20 AI chip due to rising ...

Nvidia, the poster child of the AI craze on Wall Street, is set to report quarterly earnings on Wednesday amid rising uncertainty about the U.S. economy, politics, and the economics of AI.

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.

“If DeepSeek becomes the go-to AI model across Chinese state entities, Western regulators might see this as another reason to escalate restrictions on AI chips or software collaborations,” said ...

Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...

Despite Chinese chipmakers like Huawei developing their own AI processors, NVIDIA's H20 continues to set the industry ...