Nvidia, China and Deepseek

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores.
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
DeepSeek just shook up the artificial intelligence (AI) world in the biggest way since OpenAI launched ChatGPT in late 2022.
B AI model on its wafer-scale processor, delivering 57x faster speeds than GPU solutions and challenging Nvidia's AI chip dominance with U.S.-based inference processing.
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured ...
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...