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 .
The company's forecast helps allay doubts around a slowdown in spending on its hardware. Revenue for the fourth quarter grew ...
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Nvidia is the biggest beneficiary of a rally in AI-linked stocks, with its shares up more than 400% over the last two years.
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global ...
Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising ...
Even as Chinese chipmakers like Huawei continue to develop their own AI processors, NVIDIA’s H20 remains the industry ...
The AI rally lost some of its steam last month after DeepSeek’s sudden rise, resulting in Nvidia losing $593bn in market ...
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