He told CNBC: "My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is ...
Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, ...
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs ...
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
This is hardly new territory with the RTX 4000 series GPUs, including the RTX 4090 in particular commanding a premium over ...
CEO Jensen Huang and U.S. President Donald Trump are set to meet today, according to a Bloomberg report citing an unnamed ...
Nvidia (NASDAQ: NVDA) stock has been getting crushed today and has plunged over 17.4% in Monday trading. This is the biggest ...
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Charly AI. In this article, we will summarize the ...