microsoft deepseek ai

Nvidia’s H20 AI Chip in High Demand

After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions

DeepSeek shook the market, hitting Nvidia's shares hard and more recently leading to scrutiny of major OpenAI investor Microsoft's AI spending plans. Nvidia earnings on Wednesday after the close will be a key read on how the AI infrastructure leader sees the market for AI chips and data centers developing as the cost of large language models comes down.

Business Insider · 1d

Nvidia’s (NVDA) H20 Chips See Massive Demand from China on DeepSeek’s Rise

Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising

Reuters on MSN · 1d

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

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said. The surge in orders,

Microsoft axes data center leases

invezz on MSN · 1d

DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost

Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly begun canceling leases for a substantial amount of data center capacity in the US,

New York Post on MSN · 2d

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.

The Columbus Dispatch on MSN · 1d

Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

DeepSeek rushes to launch new AI model

BGR · 20h

DeepSeek is rushing to get its next-gen R2 model out sooner than expected

A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.

Reuters · 22h

DeepSeek rushes to launch new AI model as China goes all in

The Chinese startup is accelerating the launch of the successor to its cut-price AI reasoning model that outperformed many Western competitors.

TechNode · 7h

DeepSeek accelerates launch of next-gen AI model amid China’s AI push

Chinese AI startup DeepSeek is fast-tracking the launch of its R2 model after the success of its earlier release, R1, which outperformed many Western

Microsoft13d

Securing DeepSeek and other AI systems with Microsoft Security

Secure and govern your DeepSeek R1 workloads and the use of the DeepSeek consumer app with Microsoft Security. Learn more.

TechCrunch on MSN1d

DeepSeek: Everything you need to know about the AI chatbot app

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

Microsoft's big moves with generative AI and the three risks investors need to know

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

13d

3 reasons Microsoft needn’t fear DeepSeek

The Chinese upstart found a way to do generative AI on the cheap. So why is Satya Nadella, whose company has invested ...

DeepSeek Slashes AI Pricing by 75%, Pressuring OpenAI and Google to Compete

DeepSeek slashes AI model pricing during off-peak hours, fueling an industry-wide price war among top AI players ...

devdiscourse1h

Nvidia's AI Surge: A Turning Point for Tech Giants

Nvidia's upcoming results may mark a pivotal moment for AI stocks, impacting the tech giants that have driven market growth.

Microsoft: Look Beyond The Short-Term Noise (Rating Upgrade)

Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...

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