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 .
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 ...
China’s underwater AI push sees 400 servers deployed beneath the sea, with plans for 40,000 more in years ahead.
Stock futures indicated a subdued opening for Wall Street on Tuesday as markets braced for the potential impact of more ...
Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...
That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...
Asian shares slid on Tuesday amid concerns about U.S. investment curbs on China, while a run-up in the euro faded as ...
Zheng Yongnian at CUHK-Shenzhen says ‘excessive nationalism would be detrimental for China in the fiercer tech competition down the road’.
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