Nvidia's AI Chip Demand Challenged by DeepSeek's Emergence

Reported about 10 hours ago

Nvidia faces scrutiny over its demand for artificial intelligence chips amid rising doubts from investors about the sustainability of high spending on AI technology, spurred by the introduction of cost-effective AI models from China's DeepSeek. As Nvidia prepares to report its fourth-quarter results, concerns are growing that its premium chips may no longer be essential for technological advancements, especially following a significant loss in market value attributed to DeepSeek's competition. Although major clients like Microsoft and Meta continue to invest heavily in data centers, Nvidia's revenue growth is anticipated to slow compared to previous quarters, with challenges in its Blackwell chip rollout further complicating matters.

Source: YAHOO

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