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Nvidia's H20 chip orders jump

Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .

DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.

heise online · 15h

Report: Chinese companies order more H20 chips from Nvidia for DeepSeek

Alibaba, ByteDance, Tencent & Co. will likely order far more AI chips from Nvidia than before. This is likely due to the integration of AI models from DeepSeek.

2hon MSN

Market panic fizzles as DeepSeek fuels even greater demand for Nvidia chips, company's H20 chips fly off shelves in China as AI breakthrough ignites demand

DeepSeek's affordable AI models have raised demand for Nvidia's H20 AI chips. Nvidia's revenue and market position have ...

6h

Despite US pursuit of ‘tech cold war,’ DeepSeek drives potential for collaboration

The emergence of DeepSeek has injected fresh vitality into China's artificial intelligence (AI) sector and sparked intense ...

1d

Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market— Tencent, Alibaba, ByteDance Fuel Demand Surge

Chinese tech giants Tencent, Alibaba, and ByteDance have ramped up orders for Nvidia's H20 AI chips, driven by the rising ...

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