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China, NVIDIA and Trump
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple earnings.
Trump Officials Consider New Restrictions on Nvidia (NVDA) Chip Sales to China
Trump administration officials are considering new restrictions on Nvidia (NVDA) chip sales to China. Indeed, they are focusing on the
Nvidia stock drops again thanks to rumors of expanded China chip sanctions by Trump administration
The Trump administration is reportedly considering expanding the bans and sanctions against China, which could mean that the Nvidia H20 chip will no longer be legal to sell in the country.
Nvidia, AI and DeepSeek
Does DeepSeek's Massive AI News Make Nvidia a Sell -- or a Buy?
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured billions of dollars into AI chips and systems for their projects.
Nvidia stock: China's DeepSeek AI model shocks the world. Should you sell?
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.
China's DeepSeek derails Nasdaq, Nvidia, AI darlings
American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending investors into sell mode, shaving 3% off the Nasdaq.
TweakTown
3h
NVIDIA could experience more China GPU export restrictions from the Trump administration
Trump administration is talking about more export control restrictions on NVIDIA AI GPU sales to China, after DeepSeek kicks ...
2d
on MSN
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
Interesting Engineering on MSN
2d
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
1d
on MSN
Billionaire investor Ray Dalio says this will be China's play in the AI tech wars
Bridgewater founder Ray Dalio talked about DeepSeek, the tech wars, and large-scale AI companies like Nvidia in a recent podcast interview.
2d
on MSN
Nvidia calls China's DeepSeek R1 model ‘an excellent AI advancement'
Nvidia called DeepSeek’s R1 model “an excellent AI advancement,” despite the Chinese startup’s emergence causing the ...
3d
Nvidia reels after China’s AI breakthrough
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
20h
on MSN
Should You Forget Nvidia and Buy This Artificial Intelligence (AI) Stock Instead?
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
8h
Cerebras becomes the world’s fastest host for DeepSeek R1, outpacing Nvidia GPUs by 57x
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.
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