Cloud providers are witnessing heightened demand for Nvidia's H200 chips, driven by the recent success of DeepSeek’s AI models. Despite Nvidia's stock declining by 16% amid market reactions, DeepSeek's V3 model and the newly launched R1 reasoning model have prompted a surge of interest, leading enterprises to pre-purchase Nvidia's capacity. The open-source nature of DeepSeek's models allows lower usage costs, but significant hardware is still required for large-scale deployment. Major cloud providers like AWS, Microsoft, and Google have responded by integrating DeepSeek's models into their platforms, aiming to meet this rising demand.
The launch of DeepSeek R1 has significantly accelerated demand for H200. We've seen such strong interest that enterprises are pre-purchasing large blocks of Lambda's H200 capacity, even before public availability.
Though the stock market caught wind of the powerful yet efficient large language model Monday, sending Nvidia's stock down 16%, DeepSeek, has been on the radar of AI researchers and developers since it released its first model, V2.
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