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 .
How DeepSeek’s AI models gave NVIDIA's H20 chips a major boost in China, sent demand rocketing
Even as Chinese chipmakers like Huawei continue to develop their own AI processors, NVIDIA’s H20 remains the industry standard. Analysts estimate that over 1 million H20 chips were shipped in 2024, ge
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
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