Investors worry DeepSeek reduces AI chip demand, but there's a case for remaining bullish on NvidiaDeepSeek's new AI model, using fewer resources, could disrupt investor perceptions of demand for AI chips.
Intel's former CEO says the market is getting DeepSeek wrong after AI chip stock routDeepSeek's AI model is incorrectly perceived as reducing demand for chips, according to Pat Gelsinger.
Investors worry DeepSeek reduces AI chip demand, but there's a case for remaining bullish on NvidiaDeepSeek's new AI model, using fewer resources, could disrupt investor perceptions of demand for AI chips.
Intel's former CEO says the market is getting DeepSeek wrong after AI chip stock routDeepSeek's AI model is incorrectly perceived as reducing demand for chips, according to Pat Gelsinger.
Nvidia rides big tech's AI investment to beat Wall Street's sky-high expectationsNvidia's Q4 revenue reached $30.04 billion, a 122% increase from last year, driven by AI investments and strong chip demand.
Nvidia's shares soar after blowout earnings as booming AI demand fuels chip sector rallyNvidia's revenue forecast reinforced investor confidence in the AI-driven chip demand boom, leading to a significant stock rally across the semiconductor sector.
Nvidia rides big tech's AI investment to beat Wall Street's sky-high expectationsNvidia's Q4 revenue reached $30.04 billion, a 122% increase from last year, driven by AI investments and strong chip demand.
Nvidia's shares soar after blowout earnings as booming AI demand fuels chip sector rallyNvidia's revenue forecast reinforced investor confidence in the AI-driven chip demand boom, leading to a significant stock rally across the semiconductor sector.