Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
AI Stocks Are Leading the Market
DeepSeek is rushing to release a big AI upgrade, with the R2 model set to be released in May: Here's why the AI firm might be ...
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
Nvidia's upcoming results may mark a pivotal moment for AI stocks, impacting the tech giants that have driven market growth.
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
“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 ...
A look at the day ahead in European and global markets from Rae Wee Quarterly earnings from AI darling Nvidia is Wednesday's ...
DeepSeek has reopened access to its core programming interface after nearly a three-week suspension caused by capacity ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
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