NVIDIA, AI and China

DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China
Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.
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 .
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.
Nvidia’s (NVDA) H20 Chips See Massive Demand from China on DeepSeek’s Rise
Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising
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 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,
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.
Why Nvidia Is the King of AI Chips, and Can It Last?
The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...
Wall St Week Ahead Nvidia to offer AI trades reality check
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
The Economist10h
Nvidia is fighting off two threats
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 ...
MoneyWeek18h
Nvidia earnings live: AI semiconductor giant announces results
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Prediction: Nvidia Stock Will Surge After Feb. 26 for These 3 Reasons.
And at this level, Nvidia clearly could attract a broad range of investors, especially if the company delivers positive news ...