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.
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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