Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Chinese start-up DeepSeek introduced an artificial intelligence (AI) chatbot that quickly became the most downloaded free mobile application in the U.S. Importantly, the base large language model behind the DeepSeek application allegedly cost $6 million to train and reportedly outperforms top U.

Nvidia (NASDAQ:NVDA) is betting on sustained hyperscaler capex spending to fuel its revenue and margins, but the game may be shifting. The